+403.0%
AXP vs AU
+832.2%
-429.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.8% | +3.2% | -1.4% |
| 7D | -2.1% | -1.1% | -1.0% | -2.1% |
| 30D | +2.7% | -4.4% | +7.1% | +2.8% |
| 3M | -7.3% | -10.0% | +2.7% | -7.0% |
| 6M | +1.8% | -14.5% | +16.3% | +2.1% |
| YTD | -13.1% | +6.4% | -19.4% | -13.9% |
| 1Y | -13.7% | +7.7% | -21.4% | -14.6% |
| 3Y | +113.1% | +514.1% | -401.0% | +92.7% |
| 5Y | +85.9% | +386.5% | -300.6% | +66.7% |
| All | +403.0% | +832.2% | -429.2% | +357.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 AU 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