+111.1%
AXP vs HRB
+36.4%
+74.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.0% | +2.9% | -0.5% |
| 7D | -2.1% | -5.7% | +3.6% | -1.2% |
| 30D | -6.5% | +7.9% | -14.4% | -7.8% |
| 3M | +4.6% | +32.1% | -27.5% | -0.4% |
| 6M | +5.4% | +62.2% | -56.8% | -3.8% |
| YTD | -11.1% | +16.4% | -27.5% | -12.5% |
| 1Y | -0.3% | -0.3% | 0.0% | +1.5% |
| All | +111.1% | +36.4% | +74.7% | +100.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling