+481.5%
AXP vs MLM
+216.9%
+264.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.4% | -0.2% | +0.9% |
| 7D | +4.6% | +9.1% | -4.5% | -0.3% |
| 30D | +9.7% | +14.6% | -4.9% | +1.8% |
| 3M | -3.8% | +0.3% | -4.1% | -4.2% |
| 6M | +4.8% | -7.5% | +12.3% | +8.0% |
| YTD | -9.1% | -10.2% | +1.1% | -5.5% |
| 1Y | -6.7% | -10.5% | +3.8% | -2.9% |
| 3Y | +125.2% | +27.8% | +97.4% | +88.8% |
| 5Y | +105.0% | +38.9% | +66.1% | +60.1% |
| 10Y | +481.5% | +211.4% | +270.0% | +177.1% |
| All | +481.5% | +216.9% | +264.6% | +177.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 MLM 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