-11.2%
AXP vs DOW
+44.3%
-55.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -1.3% |
| 7D | +0.6% | -9.5% | +10.1% | +0.1% |
| 30D | +5.8% | +13.1% | -7.2% | +6.3% |
| 3M | -6.0% | +4.8% | -10.9% | -5.9% |
| 6M | +0.3% | -16.7% | +17.0% | +0.8% |
| YTD | -12.3% | +38.9% | -51.1% | -21.4% |
| 1Y | -11.2% | +48.3% | -59.5% | -22.2% |
| All | -11.2% | +44.3% | -55.6% | -22.2% |
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