+448.7%
AXP vs NDAQ
+475.8%
-27.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NDAQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.3% | -1.5% | -1.4% |
| 7D | +0.6% | +0.8% | -0.2% | +0.1% |
| 30D | +5.8% | +16.5% | -10.7% | -4.2% |
| 3M | -6.0% | +13.5% | -19.5% | -13.8% |
| 6M | +0.3% | +20.9% | -20.6% | -12.4% |
| YTD | -12.3% | +11.4% | -23.7% | -19.9% |
| 1Y | -11.2% | +25.9% | -37.2% | -25.5% |
| 3Y | +117.0% | +119.9% | -2.8% | +24.2% |
| 5Y | +93.2% | +61.7% | +31.4% | +33.4% |
| All | +448.7% | +475.8% | -27.1% | +65.6% |
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