+104.2%
AXP vs FRSH
-72.4%
+176.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.4% | +0.1% | -1.1% |
| 7D | -2.5% | -9.6% | +7.1% | -0.7% |
| 30D | -5.0% | -0.4% | -4.6% | -5.2% |
| 3M | +1.4% | +27.2% | -25.8% | -3.6% |
| 6M | +6.0% | +42.2% | -36.2% | -1.7% |
| YTD | -12.3% | -2.6% | -9.7% | -13.4% |
| 1Y | +0.3% | -10.2% | +10.4% | +0.3% |
| 3Y | +111.7% | -45.5% | +157.2% | +124.4% |
| All | +104.2% | -72.4% | +176.6% | +106.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded FRSH 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling