+86.1%
AXP vs NI
+113.9%
-27.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -0.1% | +4.3% | -4.4% | -1.7% |
| 30D | +4.4% | +12.4% | -7.9% | -0.1% |
| 3M | -6.4% | +10.2% | -16.6% | -9.9% |
| 6M | +4.2% | -0.8% | +5.0% | +4.2% |
| YTD | -12.4% | +13.2% | -25.6% | -17.5% |
| 1Y | -11.1% | +10.1% | -21.2% | -15.4% |
| 3Y | +114.9% | +103.1% | +11.8% | +55.3% |
| All | +86.1% | +113.9% | -27.8% | +18.6% |
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