+117.0%
AXP vs DE
+82.4%
+34.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.3% | -2.5% | -1.6% |
| 7D | +0.6% | -0.6% | +1.2% | +0.7% |
| 30D | +5.8% | +2.3% | +3.6% | +5.0% |
| 3M | -6.0% | +9.5% | -15.5% | -9.0% |
| 6M | +0.3% | +14.1% | -13.8% | -4.7% |
| YTD | -12.3% | +45.4% | -57.7% | -25.7% |
| 1Y | -11.2% | +42.9% | -54.1% | -24.4% |
| 3Y | +117.0% | +84.8% | +32.2% | +68.5% |
| All | +117.0% | +82.4% | +34.6% | +68.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DE.
Daily Out/Under-Performance
Portfolio return minus DE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DE 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 3y: compounded portfolio wealth divided by compounded DE 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…
3y analysis · Full analysis span regression · 6 months rolling