+448.7%
AXP vs MDY
+171.7%
+277.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.6% | -1.9% | -1.9% |
| 7D | +0.6% | -1.7% | +2.2% | +2.4% |
| 30D | +5.8% | -0.9% | +6.8% | +6.9% |
| 3M | -6.0% | -5.7% | -0.3% | +0.3% |
| 6M | +0.3% | -2.9% | +3.2% | +3.2% |
| YTD | -12.3% | +9.8% | -22.1% | -21.8% |
| 1Y | -11.2% | +13.5% | -24.7% | -23.8% |
| 3Y | +117.0% | +51.9% | +65.1% | +33.3% |
| 5Y | +93.2% | +32.0% | +61.1% | +39.9% |
| All | +448.7% | +171.7% | +277.0% | +67.4% |
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