+357.3%
AXP vs FND
+70.0%
+287.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.5% | +3.3% | +0.7% |
| 7D | -0.6% | +6.8% | -7.5% | -2.6% |
| 30D | +5.0% | +13.1% | -8.1% | +1.1% |
| 3M | -4.2% | -13.1% | +8.8% | -1.1% |
| 6M | +2.9% | -0.6% | +3.5% | +1.2% |
| YTD | -11.6% | -15.5% | +3.9% | -10.0% |
| 1Y | -11.1% | -13.7% | +2.6% | -10.2% |
| 3Y | +116.7% | -35.0% | +151.7% | +126.7% |
| 5Y | +89.6% | -60.1% | +149.7% | +116.8% |
| All | +357.3% | +70.0% | +287.3% | +240.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 10y: compounded portfolio wealth divided by compounded FND 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…
10y analysis · Full analysis span regression · 6 months rolling