-11.7%
AXP vs DOW
+53.6%
-65.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.4% | -3.5% | 0.0% |
| 7D | -2.9% | -0.5% | -2.4% | -2.9% |
| 30D | +3.7% | +15.7% | -12.0% | +4.3% |
| 3M | -4.9% | +5.3% | -10.2% | -4.7% |
| 6M | +4.1% | -14.2% | +18.3% | +4.7% |
| YTD | -11.7% | +43.9% | -55.6% | -20.8% |
| 1Y | -11.7% | +53.1% | -64.8% | -22.7% |
| All | -11.7% | +53.6% | -65.3% | -22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling