+428.4%
AXP vs HDB
+61.4%
+367.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.6% |
| 7D | -0.6% | +12.7% | -13.3% | -5.9% |
| 30D | +5.0% | +16.6% | -11.6% | -2.2% |
| 3M | -4.2% | +10.8% | -15.0% | -9.0% |
| 6M | +2.9% | +3.8% | -0.9% | +0.1% |
| YTD | -11.6% | -28.9% | +17.3% | +1.6% |
| 1Y | -11.1% | -28.0% | +16.9% | +1.5% |
| 3Y | +116.7% | -7.2% | +123.9% | +112.0% |
| 5Y | +89.6% | -22.2% | +111.9% | +97.7% |
| 10Y | +428.4% | +63.6% | +364.8% | +307.6% |
| All | +428.4% | +61.4% | +367.0% | +307.6% |
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