+111.1%
AXP vs NI
+71.5%
+39.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.9% |
| 7D | -2.1% | +2.0% | -4.1% | -2.7% |
| 30D | -6.5% | -3.5% | -3.0% | -5.6% |
| 3M | +4.6% | -9.1% | +13.8% | +7.4% |
| 6M | +5.4% | -11.8% | +17.3% | +9.0% |
| YTD | -11.1% | +1.1% | -12.2% | -12.7% |
| 1Y | -0.3% | +6.7% | -7.0% | -4.3% |
| All | +111.1% | +71.5% | +39.5% | +75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling