+6,606.2%
AXP vs MMM
+3,190.8%
+3,415.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MMM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -0.2% |
| 7D | +0.4% | +5.9% | -5.5% | -3.6% |
| 30D | +7.0% | +14.7% | -7.7% | -2.6% |
| 3M | -6.6% | +3.6% | -10.2% | -9.4% |
| 6M | +3.5% | +32.7% | -29.3% | -15.3% |
| YTD | -11.2% | +18.9% | -30.1% | -22.6% |
| 1Y | -10.2% | +16.4% | -26.5% | -20.6% |
| 3Y | +120.0% | +159.8% | -39.8% | +7.4% |
| 5Y | +95.6% | +47.2% | +48.4% | +37.5% |
| 10Y | +468.1% | +86.5% | +381.7% | +227.4% |
| All | +6,606.2% | +3,190.8% | +3,415.4% | +537.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MMM.
Daily Out/Under-Performance
Portfolio return minus MMM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MMM 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 all: compounded portfolio wealth divided by compounded MMM 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…
all analysis · Full analysis span regression · 6 months rolling