+425.5%
AXP vs MUB
+22.1%
+403.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.4% | +0.2% | +0.3% |
| 7D | -0.6% | +0.6% | -1.2% | -1.5% |
| 30D | +5.0% | +3.4% | +1.5% | +0.2% |
| 3M | -4.2% | -0.7% | -3.6% | -3.3% |
| 6M | +2.9% | -1.0% | +3.9% | +4.4% |
| YTD | -11.6% | 0.0% | -11.6% | -11.5% |
| 1Y | -11.1% | +0.4% | -11.5% | -11.4% |
| 3Y | +116.7% | +10.5% | +106.2% | +86.1% |
| 5Y | +89.6% | +3.1% | +86.5% | +81.8% |
| All | +425.5% | +22.1% | +403.4% | +438.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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