+428.4%
AXP vs HRB
+252.0%
+176.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.6% | -4.0% | +3.4% | +0.7% |
| 30D | +5.0% | +15.8% | -10.8% | -0.2% |
| 3M | -4.2% | +12.0% | -16.3% | -8.8% |
| 6M | +2.9% | +40.7% | -37.8% | -10.0% |
| YTD | -11.6% | +21.0% | -32.6% | -19.7% |
| 1Y | -11.1% | +11.7% | -22.7% | -16.9% |
| 3Y | +116.7% | +25.0% | +91.8% | +88.5% |
| 5Y | +89.6% | +141.0% | -51.4% | +21.9% |
| 10Y | +428.4% | +241.3% | +187.1% | +177.5% |
| All | +428.4% | +252.0% | +176.4% | +177.5% |
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