+467.1%
AXP vs NI
+136.8%
+330.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.1% |
| 7D | -2.5% | +1.3% | -3.7% | -3.1% |
| 30D | -5.0% | -0.3% | -4.8% | -5.0% |
| 3M | +1.4% | -9.5% | +10.8% | +6.0% |
| 6M | +6.0% | -10.2% | +16.2% | +10.9% |
| YTD | -12.3% | +1.8% | -14.1% | -14.1% |
| 1Y | +0.3% | +5.7% | -5.4% | -3.9% |
| 3Y | +111.7% | +69.6% | +42.0% | +57.0% |
| 5Y | +114.5% | +95.8% | +18.8% | +44.8% |
| 10Y | +467.1% | +145.1% | +322.0% | +281.2% |
| All | +467.1% | +136.8% | +330.3% | +281.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NI.
Daily Out/Under-Performance
Portfolio return minus NI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NI 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 NI 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