-11.7%
AXP vs FISV
+0.5%
-12.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FISV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | -2.9% | +3.0% | -5.8% | -3.5% |
| 30D | +3.7% | +38.8% | -35.0% | -4.1% |
| 3M | -4.9% | +21.2% | -26.1% | -9.3% |
| 6M | +4.1% | +17.5% | -13.4% | -0.7% |
| YTD | -11.7% | -4.9% | -6.8% | -8.6% |
| 1Y | -11.7% | -0.6% | -11.2% | -10.6% |
| All | -11.7% | +0.5% | -12.2% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FISV.
Daily Out/Under-Performance
Portfolio return minus FISV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FISV 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 FISV 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