+481.5%
AXP vs IP
+32.8%
+448.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.7% | +1.4% |
| 7D | +4.6% | +3.4% | +1.2% | +2.9% |
| 30D | +9.7% | +11.2% | -1.5% | +4.0% |
| 3M | -3.8% | -14.8% | +11.0% | +3.3% |
| 6M | +4.8% | +17.3% | -12.5% | -5.8% |
| YTD | -9.1% | -6.2% | -2.9% | -10.7% |
| 1Y | -6.7% | +2.3% | -9.0% | -12.8% |
| 3Y | +125.2% | +17.7% | +107.5% | +78.7% |
| 5Y | +105.0% | -8.4% | +113.4% | +87.2% |
| 10Y | +481.5% | +32.1% | +449.4% | +255.1% |
| All | +481.5% | +32.8% | +448.6% | +255.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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