+403.0%
AXP vs DHI
+489.6%
-86.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.7% | +0.2% | -1.0% |
| 7D | -2.1% | -8.0% | +5.9% | +0.6% |
| 30D | +2.7% | +7.0% | -4.4% | 0.0% |
| 3M | -7.3% | -0.6% | -6.7% | -7.6% |
| 6M | +1.8% | +1.5% | +0.3% | +0.1% |
| YTD | -13.1% | +1.5% | -14.6% | -15.4% |
| 1Y | -13.7% | +0.4% | -14.2% | -15.8% |
| 3Y | +113.1% | +21.9% | +91.2% | +83.7% |
| 5Y | +85.9% | +56.1% | +29.8% | +39.4% |
| All | +403.0% | +489.6% | -86.6% | +113.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 10y: compounded portfolio wealth divided by compounded DHI 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…
10y analysis · Full analysis span regression · 6 months rolling