+250.3%
AXP vs MP
+257.7%
-7.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.2% | -1.8% |
| 7D | +0.6% | -10.5% | +11.1% | +1.8% |
| 30D | +5.8% | -23.5% | +29.4% | +8.8% |
| 3M | -6.0% | -25.4% | +19.4% | -3.4% |
| 6M | +0.3% | -51.3% | +51.6% | +7.4% |
| YTD | -12.3% | -29.9% | +17.7% | -10.9% |
| 1Y | -11.2% | -31.8% | +20.6% | -10.0% |
| 3Y | +117.0% | +127.0% | -10.0% | +72.2% |
| 5Y | +93.2% | -3.3% | +96.4% | +69.2% |
| All | +250.3% | +257.7% | -7.4% | +157.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MP.
Daily Out/Under-Performance
Portfolio return minus MP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MP 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 MP 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