+6,610.0%
AXP vs HAL
+597.8%
+6,012.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -2.1% | +2.9% | -5.0% | -2.9% |
| 30D | -6.5% | +17.0% | -23.6% | -10.8% |
| 3M | +4.6% | -9.7% | +14.3% | +6.9% |
| 6M | +5.4% | +8.6% | -3.2% | +1.6% |
| YTD | -11.1% | +33.0% | -44.1% | -19.4% |
| 1Y | -0.3% | +68.3% | -68.6% | -16.0% |
| 3Y | +111.6% | +0.1% | +111.5% | +102.7% |
| 5Y | +117.6% | +102.6% | +14.9% | +63.8% |
| 10Y | +474.1% | +3.8% | +470.3% | +352.8% |
| All | +6,610.0% | +597.8% | +6,012.2% | +2,874.4% |
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