+262.9%
AXP vs MP
+262.7%
+0.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -5.1% | +7.3% | +2.7% |
| 7D | +4.6% | -12.5% | +17.2% | +6.1% |
| 30D | +9.7% | -23.3% | +33.1% | +12.8% |
| 3M | -3.8% | -24.4% | +20.6% | -1.2% |
| 6M | +4.8% | -45.8% | +50.6% | +10.8% |
| YTD | -9.1% | -28.9% | +19.8% | -7.8% |
| 1Y | -6.7% | -34.6% | +27.9% | -4.9% |
| 3Y | +125.2% | +118.7% | +6.5% | +79.8% |
| 5Y | +105.0% | -3.1% | +108.0% | +79.5% |
| All | +262.9% | +262.7% | +0.2% | +166.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling