-11.1%
AXP vs NI
+8.7%
-19.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.8% |
| 7D | -0.1% | +4.3% | -4.4% | -0.5% |
| 30D | +4.4% | +12.4% | -7.9% | +3.9% |
| 3M | -6.4% | +10.2% | -16.6% | -6.9% |
| 6M | +4.2% | -0.8% | +5.0% | +3.4% |
| YTD | -12.4% | +13.2% | -25.6% | -14.5% |
| 1Y | -11.1% | +10.1% | -21.2% | -12.4% |
| All | -11.1% | +8.7% | -19.8% | -12.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling