+91.7%
AXP vs HAL
+40.6%
+51.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | -1.1% | -7.9% | +6.8% | +1.0% |
| 30D | +5.2% | -2.1% | +7.3% | +5.5% |
| 3M | -4.6% | +0.4% | -5.0% | -5.2% |
| 6M | +3.2% | -19.2% | +22.5% | +8.2% |
| YTD | -11.3% | +14.4% | -25.7% | -17.1% |
| 1Y | -11.0% | +18.0% | -29.0% | -17.7% |
| 3Y | +120.2% | -9.7% | +129.9% | +112.6% |
| 5Y | +91.7% | +40.1% | +51.6% | +39.6% |
| All | +91.7% | +40.6% | +51.1% | +39.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling