+116.7%
AXP vs EAT
+477.9%
-361.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.1% | +3.9% | +0.5% |
| 7D | -0.6% | -5.9% | +5.3% | +0.5% |
| 30D | +5.0% | +0.7% | +4.3% | +4.6% |
| 3M | -4.2% | -14.2% | +10.0% | -2.0% |
| 6M | +2.9% | +40.7% | -37.8% | -5.3% |
| YTD | -11.6% | +36.0% | -47.6% | -18.8% |
| 1Y | -11.1% | +83.1% | -94.1% | -24.0% |
| 3Y | +116.7% | +474.8% | -358.1% | +65.8% |
| All | +116.7% | +477.9% | -361.2% | +65.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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