-11.2%
AXP vs FND
-16.0%
+4.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | +0.6% | +7.7% | -7.1% | -0.8% |
| 30D | +5.8% | +11.9% | -6.0% | +3.6% |
| 3M | -6.0% | -14.6% | +8.6% | -3.7% |
| 6M | +0.3% | +0.5% | -0.2% | -0.7% |
| YTD | -12.3% | -15.8% | +3.6% | -12.2% |
| 1Y | -11.2% | -12.9% | +1.7% | -12.6% |
| All | -11.2% | -16.0% | +4.7% | -12.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling