+86.1%
AXP vs A
+11.8%
+74.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.2% | +0.6% |
| 7D | -0.1% | -0.5% | +0.3% | 0.0% |
| 30D | +4.4% | 0.0% | +4.5% | +4.3% |
| 3M | -6.4% | +16.7% | -23.1% | -12.2% |
| 6M | +4.2% | +54.8% | -50.7% | -13.7% |
| YTD | -12.4% | +28.8% | -41.2% | -21.9% |
| 1Y | -11.1% | +19.3% | -30.4% | -18.1% |
| 3Y | +114.9% | +65.5% | +49.3% | +65.3% |
| All | +86.1% | +11.8% | +74.3% | +58.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling