+425.5%
AXP vs MDY
+171.7%
+253.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | +0.1% | +0.1% |
| 7D | -0.6% | 0.0% | -0.6% | -0.8% |
| 30D | +5.0% | +1.0% | +4.0% | +3.7% |
| 3M | -4.2% | -4.1% | -0.1% | +0.2% |
| 6M | +2.9% | +0.6% | +2.3% | +1.6% |
| YTD | -11.6% | +12.9% | -24.5% | -23.7% |
| 1Y | -11.1% | +14.6% | -25.7% | -24.5% |
| 3Y | +116.7% | +57.1% | +59.6% | +28.1% |
| 5Y | +89.6% | +37.1% | +52.5% | +31.5% |
| All | +425.5% | +171.7% | +253.8% | +61.1% |
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