+86.1%
AXP vs ED
+85.1%
+1.0%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.7% |
| 7D | -0.1% | +2.1% | -2.2% | -0.3% |
| 30D | +4.4% | +10.4% | -6.0% | +3.6% |
| 3M | -6.4% | +12.5% | -19.0% | -7.3% |
| 6M | +4.2% | +14.9% | -10.8% | +2.9% |
| YTD | -12.4% | +24.8% | -37.2% | -14.6% |
| 1Y | -11.1% | +23.8% | -34.9% | -13.3% |
| 3Y | +114.9% | +51.6% | +63.2% | +94.5% |
| All | +86.1% | +85.1% | +1.0% | +51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 5y: compounded portfolio wealth divided by compounded ED 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…
5y analysis · Full analysis span regression · 6 months rolling