+6,524.1%
AXP vs HRB
+3,613.7%
+2,910.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.2% | +3.0% | +0.3% |
| 7D | +0.6% | +2.7% | -2.1% | -0.4% |
| 30D | +5.8% | +22.1% | -16.3% | -1.9% |
| 3M | -6.0% | +15.7% | -21.7% | -12.0% |
| 6M | +0.3% | +83.3% | -83.0% | -22.6% |
| YTD | -12.3% | +25.0% | -37.3% | -22.6% |
| 1Y | -11.2% | +6.9% | -18.2% | -17.1% |
| 3Y | +117.0% | +39.0% | +78.0% | +78.5% |
| 5Y | +93.2% | +146.4% | -53.2% | +23.0% |
| 10Y | +461.2% | +254.4% | +206.7% | +184.3% |
| All | +6,524.1% | +3,613.7% | +2,910.3% | +859.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling