+428.4%
AXP vs AU
+750.1%
-321.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.6% | +5.3% | 0.0% |
| 7D | -0.6% | +15.3% | -15.9% | -1.3% |
| 30D | +5.0% | -0.3% | +5.3% | +4.9% |
| 3M | -4.2% | -2.9% | -1.4% | -4.3% |
| 6M | +2.9% | -10.7% | +13.6% | +3.0% |
| YTD | -11.6% | +14.0% | -25.6% | -12.7% |
| 1Y | -11.1% | +32.5% | -43.6% | -12.8% |
| 3Y | +116.7% | +557.9% | -441.2% | +95.4% |
| 5Y | +89.6% | +441.0% | -351.4% | +69.3% |
| 10Y | +428.4% | +816.9% | -388.5% | +380.5% |
| All | +428.4% | +750.1% | -321.7% | +380.5% |
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