+89.6%
AXP vs NI
+104.4%
-14.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.7% | -0.6% | -1.0% |
| 7D | +0.6% | -0.9% | +1.5% | +1.0% |
| 30D | +5.8% | +9.6% | -3.8% | +2.2% |
| 3M | -6.0% | +2.5% | -8.5% | -6.9% |
| 6M | +0.3% | -5.8% | +6.1% | +2.4% |
| YTD | -12.3% | +8.6% | -20.8% | -16.1% |
| 1Y | -11.2% | +6.0% | -17.2% | -14.3% |
| 3Y | +117.0% | +91.0% | +26.0% | +60.9% |
| All | +89.6% | +104.4% | -14.8% | +20.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling