+117.0%
AXP vs HAL
-16.0%
+133.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -1.0% | -1.2% |
| 7D | +0.6% | -12.0% | +12.6% | +3.7% |
| 30D | +5.8% | +0.3% | +5.5% | +5.4% |
| 3M | -6.0% | -1.6% | -4.4% | -6.2% |
| 6M | +0.3% | -20.5% | +20.8% | +5.8% |
| YTD | -12.3% | +14.2% | -26.5% | -19.4% |
| 1Y | -11.2% | +18.9% | -30.1% | -19.8% |
| 3Y | +117.0% | -13.7% | +130.8% | +110.7% |
| All | +117.0% | -16.0% | +133.0% | +110.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling