+277.9%
AXP vs HUT
+156.6%
+121.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HUT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.1% | +3.8% | -1.9% |
| 7D | +0.4% | -30.8% | +31.2% | +2.6% |
| 30D | +7.0% | -50.2% | +57.2% | +11.8% |
| 3M | -6.6% | -50.5% | +43.9% | -2.9% |
| 6M | +3.5% | -42.9% | +46.4% | +5.0% |
| YTD | -11.2% | 0.0% | -11.2% | -14.6% |
| 1Y | -10.2% | -2.2% | -7.9% | -14.1% |
| 3Y | +120.0% | +289.4% | -169.4% | +76.9% |
| 5Y | +95.6% | -36.7% | +132.3% | +63.5% |
| All | +277.9% | +156.6% | +121.3% | +132.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HUT.
Daily Out/Under-Performance
Portfolio return minus HUT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HUT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded HUT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling