-11.2%
AXP vs MSCI
+14.2%
-25.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSCI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.0% | -0.6% |
| 7D | +0.6% | +2.8% | -2.2% | -0.1% |
| 30D | +5.8% | +15.4% | -9.6% | +2.2% |
| 3M | -6.0% | +13.4% | -19.4% | -8.9% |
| 6M | +0.3% | +10.9% | -10.6% | -2.7% |
| YTD | -12.3% | +13.0% | -25.2% | -16.1% |
| 1Y | -11.2% | +12.0% | -23.3% | -13.6% |
| All | -11.2% | +14.2% | -25.4% | -13.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MSCI.
Daily Out/Under-Performance
Portfolio return minus MSCI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSCI 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 1y: compounded portfolio wealth divided by compounded MSCI 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…
1y analysis · Full analysis span regression · 6 months rolling