-11.1%
AXP vs HRB
+8.1%
-19.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -0.6% | -4.0% | +3.4% | -0.2% |
| 30D | +5.0% | +15.8% | -10.8% | +3.4% |
| 3M | -4.2% | +12.0% | -16.3% | -5.4% |
| 6M | +2.9% | +40.7% | -37.8% | -0.8% |
| YTD | -11.6% | +21.0% | -32.6% | -8.2% |
| 1Y | -11.1% | +11.7% | -22.7% | -5.9% |
| All | -11.1% | +8.1% | -19.2% | -5.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling