+220.2%
AXP vs DOW
-5.5%
+225.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.1% | +5.2% | -5.3% | -2.5% |
| 30D | +4.4% | +13.2% | -8.7% | -1.7% |
| 3M | -6.4% | +10.1% | -16.5% | -11.3% |
| 6M | +4.2% | -13.1% | +17.2% | +9.0% |
| YTD | -12.4% | +46.1% | -58.5% | -32.6% |
| 1Y | -11.1% | +50.0% | -61.1% | -32.9% |
| 3Y | +114.9% | -20.2% | +135.1% | +118.1% |
| 5Y | +87.4% | -27.7% | +115.1% | +99.3% |
| All | +220.2% | -5.5% | +225.7% | +133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DOW.
Daily Out/Under-Performance
Portfolio return minus DOW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOW 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 DOW 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