+8,832.7%
AXP vs DHI
+13,246.8%
-4,414.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.6% |
| 7D | -0.1% | -4.1% | +4.0% | +1.0% |
| 30D | +4.4% | +9.3% | -4.8% | +1.6% |
| 3M | -6.4% | -2.6% | -3.9% | -6.2% |
| 6M | +4.2% | +4.1% | +0.1% | +2.1% |
| YTD | -12.4% | +2.3% | -14.7% | -14.3% |
| 1Y | -11.1% | +2.7% | -13.9% | -13.3% |
| 3Y | +114.9% | +23.2% | +91.7% | +92.7% |
| 5Y | +87.4% | +57.3% | +30.1% | +53.1% |
| 10Y | +420.8% | +497.8% | -77.0% | +179.6% |
| All | +8,832.7% | +13,246.8% | -4,414.0% | +2,521.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling