+403.0%
AXP vs HAL
-16.5%
+419.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.0% | -1.4% |
| 7D | -2.1% | +2.6% | -4.8% | -3.0% |
| 30D | +2.7% | -0.1% | +2.7% | +2.3% |
| 3M | -7.3% | -1.1% | -6.1% | -7.5% |
| 6M | +1.8% | -20.7% | +22.5% | +8.9% |
| YTD | -13.1% | +17.5% | -30.6% | -20.6% |
| 1Y | -13.7% | +24.1% | -37.8% | -22.9% |
| 3Y | +113.1% | -8.4% | +121.5% | +106.7% |
| 5Y | +85.9% | +53.2% | +32.7% | +36.8% |
| All | +403.0% | -16.5% | +419.5% | +195.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAL.
Daily Out/Under-Performance
Portfolio return minus HAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAL 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 HAL 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