-6.7%
AXP vs MSTU
-88.0%
+81.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +10.3% | -8.2% | +1.8% |
| 7D | +4.6% | -4.8% | +9.5% | +4.7% |
| 30D | +9.7% | -29.6% | +39.3% | +10.8% |
| 3M | -3.8% | +69.4% | -73.2% | -7.2% |
| 6M | +4.8% | -62.2% | +67.0% | +6.4% |
| YTD | -9.1% | -61.1% | +52.0% | -9.6% |
| 1Y | -6.7% | -87.2% | +80.5% | -3.9% |
| All | -6.7% | -88.0% | +81.3% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MSTU.
Daily Out/Under-Performance
Portfolio return minus MSTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSTU 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 MSTU 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