+116.7%
AXP vs DOW
-22.9%
+139.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.7% | -1.9% | -0.6% |
| 7D | -0.6% | -6.8% | +6.2% | +0.6% |
| 30D | +5.0% | +10.8% | -5.8% | +2.8% |
| 3M | -4.2% | +4.1% | -8.4% | -5.3% |
| 6M | +2.9% | -12.7% | +15.7% | +5.4% |
| YTD | -11.6% | +39.2% | -50.8% | -23.3% |
| 1Y | -11.1% | +49.5% | -60.6% | -24.9% |
| 3Y | +116.7% | -24.4% | +141.1% | +124.5% |
| All | +116.7% | -22.9% | +139.6% | +124.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling