+109.1%
ADI vs AXP
+110.9%
-1.8%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +2.2% |
| 7D | +0.4% | -2.1% | +2.5% | +1.6% |
| 30D | -3.8% | -6.5% | +2.7% | -0.1% |
| 3M | -15.3% | +4.6% | -19.9% | -17.9% |
| 6M | +6.7% | +5.4% | +1.3% | +2.2% |
| YTD | +34.8% | -11.1% | +45.9% | +42.6% |
| 1Y | +49.0% | -0.3% | +49.3% | +45.4% |
| All | +109.1% | +110.9% | -1.8% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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