+6,606.2%
AXP vs HAL
+500.8%
+6,105.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.3% | +1.0% | -1.4% |
| 7D | +0.4% | -11.1% | +11.5% | +3.6% |
| 30D | +7.0% | -2.4% | +9.5% | +7.5% |
| 3M | -6.6% | +0.8% | -7.4% | -7.3% |
| 6M | +3.5% | -22.8% | +26.3% | +9.8% |
| YTD | -11.2% | +14.5% | -25.7% | -16.3% |
| 1Y | -10.2% | +20.2% | -30.3% | -16.6% |
| 3Y | +120.0% | -15.2% | +135.2% | +120.7% |
| 5Y | +95.6% | +42.5% | +53.0% | +62.3% |
| 10Y | +468.1% | -16.5% | +484.6% | +374.3% |
| All | +6,606.2% | +500.8% | +6,105.4% | +2,989.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling