+424.9%
AXP vs NDAQ
+475.0%
-50.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | +0.1% |
| 7D | -2.9% | 0.0% | -2.8% | -2.9% |
| 30D | +3.7% | +16.3% | -12.6% | -6.0% |
| 3M | -4.9% | +15.8% | -20.7% | -13.8% |
| 6M | +4.1% | +24.8% | -20.8% | -11.0% |
| YTD | -11.7% | +14.1% | -25.7% | -20.6% |
| 1Y | -11.7% | +26.5% | -38.3% | -26.0% |
| 3Y | +116.5% | +119.1% | -2.6% | +24.3% |
| 5Y | +89.5% | +70.9% | +18.6% | +26.1% |
| 10Y | +424.9% | +479.7% | -54.8% | +57.7% |
| All | +424.9% | +475.0% | -50.1% | +57.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NDAQ.
Daily Out/Under-Performance
Portfolio return minus NDAQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NDAQ 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 NDAQ 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