+407.0%
AXP vs NI
+197.8%
+209.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -0.1% | +4.3% | -4.4% | -2.2% |
| 30D | +4.4% | +12.4% | -7.9% | -1.4% |
| 3M | -6.4% | +10.2% | -16.6% | -10.9% |
| 6M | +4.2% | -0.8% | +5.0% | +4.0% |
| YTD | -12.4% | +13.2% | -25.6% | -18.6% |
| 1Y | -11.1% | +10.1% | -21.2% | -16.3% |
| 3Y | +114.9% | +103.1% | +11.8% | +44.8% |
| 5Y | +87.4% | +115.5% | -28.1% | +19.6% |
| All | +407.0% | +197.8% | +209.2% | +224.4% |
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