+465.4%
AXP vs MDY
+173.0%
+292.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.3% |
| 7D | -2.1% | +0.1% | -2.3% | -2.3% |
| 30D | -6.5% | -1.5% | -5.1% | -5.0% |
| 3M | +4.6% | +0.8% | +3.9% | +3.5% |
| 6M | +5.4% | +7.4% | -2.0% | -3.4% |
| YTD | -11.1% | +15.2% | -26.3% | -24.8% |
| 1Y | -0.3% | +16.5% | -16.8% | -16.8% |
| 3Y | +111.6% | +46.8% | +64.8% | +35.6% |
| 5Y | +117.6% | +46.0% | +71.5% | +40.4% |
| All | +465.4% | +173.0% | +292.5% | +80.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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