+403.0%
AXP vs A
+300.7%
+102.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.7% | -0.5% |
| 7D | -2.1% | +0.7% | -2.8% | -2.5% |
| 30D | +2.7% | +0.8% | +1.8% | +2.1% |
| 3M | -7.3% | +16.9% | -24.2% | -14.6% |
| 6M | +1.8% | +53.8% | -52.0% | -19.4% |
| YTD | -13.1% | +28.1% | -41.2% | -24.9% |
| 1Y | -13.7% | +15.0% | -28.8% | -21.2% |
| 3Y | +113.1% | +63.1% | +50.0% | +55.2% |
| 5Y | +85.9% | +11.5% | +74.5% | +62.8% |
| All | +403.0% | +300.7% | +102.3% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling