+85.9%
AXP vs HRB
+143.9%
-58.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.5% |
| 7D | -2.1% | -7.8% | +5.7% | -0.5% |
| 30D | +2.7% | +15.7% | -13.1% | -0.5% |
| 3M | -7.3% | -5.5% | -1.8% | -6.5% |
| 6M | +1.8% | +41.1% | -39.4% | -6.5% |
| YTD | -13.1% | +20.4% | -33.4% | -17.1% |
| 1Y | -13.7% | +15.2% | -29.0% | -16.8% |
| 3Y | +113.1% | +24.3% | +88.8% | +97.0% |
| 5Y | +85.9% | +144.7% | -58.8% | +39.5% |
| All | +85.9% | +143.9% | -58.0% | +39.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling