+6,610.0%
AXP vs HAS
+3,598.5%
+3,011.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.5% | -0.6% | -0.9% |
| 7D | -2.1% | -1.8% | -0.3% | -1.5% |
| 30D | -6.5% | +2.3% | -8.8% | -7.3% |
| 3M | +4.6% | +10.4% | -5.7% | +0.7% |
| 6M | +5.4% | -3.2% | +8.7% | +5.5% |
| YTD | -11.1% | +15.4% | -26.5% | -16.5% |
| 1Y | -0.3% | +18.8% | -19.1% | -7.4% |
| 3Y | +111.6% | +43.9% | +67.6% | +78.9% |
| 5Y | +117.6% | +13.9% | +103.7% | +95.3% |
| 10Y | +474.1% | +56.4% | +417.7% | +336.9% |
| All | +6,610.0% | +3,598.5% | +3,011.5% | +1,859.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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