+114.9%
AXP vs DOW
-20.1%
+134.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DOW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.9% |
| 7D | -0.1% | +5.2% | -5.3% | -1.1% |
| 30D | +4.4% | +13.2% | -8.7% | +1.9% |
| 3M | -6.4% | +10.1% | -16.5% | -8.4% |
| 6M | +4.2% | -13.1% | +17.2% | +7.1% |
| YTD | -12.4% | +46.1% | -58.5% | -24.7% |
| 1Y | -11.1% | +50.0% | -61.1% | -24.4% |
| 3Y | +114.9% | -20.2% | +135.1% | +121.0% |
| All | +114.9% | -20.1% | +134.9% | +121.0% |
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