+469.1%
AXP vs HDB
+38.3%
+430.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.4% | -0.7% | -0.9% |
| 7D | -2.1% | +0.4% | -2.5% | -2.3% |
| 30D | -6.5% | -2.8% | -3.7% | -5.4% |
| 3M | +4.6% | -3.5% | +8.2% | +5.7% |
| 6M | +5.4% | -24.7% | +30.1% | +18.7% |
| YTD | -11.1% | -36.6% | +25.4% | +8.0% |
| 1Y | -0.3% | -34.4% | +34.1% | +19.1% |
| 3Y | +111.6% | -24.4% | +136.0% | +128.8% |
| 5Y | +117.6% | -35.4% | +152.9% | +148.6% |
| All | +469.1% | +38.3% | +430.8% | +377.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 10y: compounded portfolio wealth divided by compounded HDB 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…
10y analysis · Full analysis span regression · 6 months rolling