-6.7%
AXP vs FLEX
+23.4%
-30.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FLEX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -12.3% | +14.5% | +2.6% |
| 7D | +4.6% | -17.0% | +21.6% | +5.3% |
| 30D | +9.7% | -33.8% | +43.6% | +11.6% |
| 3M | -3.8% | -39.0% | +35.3% | -1.9% |
| 6M | +4.8% | -15.9% | +20.7% | +2.9% |
| YTD | -9.1% | +27.8% | -36.9% | -15.7% |
| 1Y | -6.7% | +25.0% | -31.7% | -13.2% |
| All | -6.7% | +23.4% | -30.1% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FLEX.
Daily Out/Under-Performance
Portfolio return minus FLEX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLEX 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 FLEX 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