+465.4%
AXP vs HRB
+240.7%
+224.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +2.9% | +0.2% |
| 7D | -2.1% | -5.7% | +3.6% | -0.2% |
| 30D | -6.5% | +7.9% | -14.4% | -9.4% |
| 3M | +4.6% | +32.1% | -27.5% | -5.9% |
| 6M | +5.4% | +62.2% | -56.8% | -13.3% |
| YTD | -11.1% | +16.4% | -27.5% | -17.8% |
| 1Y | -0.3% | -0.3% | 0.0% | -2.7% |
| 3Y | +111.6% | +36.0% | +75.5% | +77.9% |
| 5Y | +117.6% | +125.2% | -7.6% | +43.8% |
| All | +465.4% | +240.7% | +224.8% | +193.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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