+114.9%
AXP vs HDB
-7.5%
+122.4%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.7% |
| 7D | -0.1% | +2.7% | -2.9% | -0.8% |
| 30D | +4.4% | +14.1% | -9.7% | +1.1% |
| 3M | -6.4% | +11.8% | -18.2% | -9.1% |
| 6M | +4.2% | +8.2% | -4.0% | +1.7% |
| YTD | -12.4% | -29.3% | +16.9% | -6.5% |
| 1Y | -11.1% | -28.8% | +17.7% | -5.3% |
| 3Y | +114.9% | -7.5% | +122.3% | +122.4% |
| All | +114.9% | -7.5% | +122.4% | +122.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling