+5,603.0%
AXP vs DAR
+1,762.6%
+3,840.5%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.3% | -1.0% |
| 7D | -2.1% | +1.4% | -3.5% | -2.3% |
| 30D | -6.5% | +12.8% | -19.3% | -7.7% |
| 3M | +4.6% | +7.4% | -2.7% | +3.7% |
| 6M | +5.4% | +22.3% | -16.8% | +3.0% |
| YTD | -11.1% | +81.1% | -92.2% | -16.6% |
| 1Y | -0.3% | +106.5% | -106.8% | -7.8% |
| 3Y | +111.6% | +5.3% | +106.3% | +106.4% |
| 5Y | +117.6% | -11.5% | +129.1% | +114.3% |
| 10Y | +474.1% | +353.3% | +120.8% | +391.4% |
| All | +5,603.0% | +1,762.6% | +3,840.5% | +3,908.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 all: compounded portfolio wealth divided by compounded DAR 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…
all analysis · Full analysis span regression · 6 months rolling