+95.6%
AXP vs HDB
-26.0%
+121.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.5% | -3.8% | -2.8% |
| 7D | +0.4% | +13.3% | -12.9% | -3.9% |
| 30D | +7.0% | +10.2% | -3.1% | +3.4% |
| 3M | -6.6% | +3.6% | -10.2% | -8.0% |
| 6M | +3.5% | -0.5% | +4.0% | +2.8% |
| YTD | -11.2% | -32.4% | +21.2% | +0.9% |
| 1Y | -10.2% | -31.1% | +20.9% | +1.2% |
| 3Y | +120.0% | -12.6% | +132.7% | +120.4% |
| 5Y | +95.6% | -25.7% | +121.2% | +102.5% |
| All | +95.6% | -26.0% | +121.6% | +102.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling