+89.6%
AXP vs HDB
-24.7%
+114.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.8% |
| 7D | +0.6% | +13.3% | -12.8% | -3.7% |
| 30D | +5.8% | +13.6% | -7.7% | +1.2% |
| 3M | -6.0% | +5.8% | -11.8% | -8.1% |
| 6M | +0.3% | -1.9% | +2.2% | +0.2% |
| YTD | -12.3% | -31.2% | +18.9% | -0.9% |
| 1Y | -11.2% | -29.6% | +18.3% | -0.8% |
| 3Y | +117.0% | -10.1% | +127.1% | +114.9% |
| All | +89.6% | -24.7% | +114.3% | +98.1% |
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