+89.6%
AXP vs HRB
+145.8%
-56.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | -0.4% |
| 7D | +0.6% | +2.7% | -2.1% | 0.0% |
| 30D | +5.8% | +22.1% | -16.3% | +1.4% |
| 3M | -6.0% | +15.7% | -21.7% | -9.3% |
| 6M | +0.3% | +83.3% | -83.0% | -13.8% |
| YTD | -12.3% | +25.0% | -37.3% | -16.9% |
| 1Y | -11.2% | +6.9% | -18.2% | -12.5% |
| 3Y | +117.0% | +39.0% | +78.0% | +94.8% |
| All | +89.6% | +145.8% | -56.2% | +41.6% |
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 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