+6,592.6%
AXP vs NI
+5,591.3%
+1,001.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.0% | 0.0% |
| 7D | -1.1% | +0.4% | -1.6% | -1.3% |
| 30D | +5.2% | +11.3% | -6.1% | -0.5% |
| 3M | -4.6% | +6.5% | -11.0% | -7.8% |
| 6M | +3.2% | -2.3% | +5.5% | +3.8% |
| YTD | -11.3% | +10.8% | -22.1% | -16.9% |
| 1Y | -11.0% | +6.2% | -17.3% | -14.8% |
| 3Y | +120.2% | +98.7% | +21.5% | +49.5% |
| 5Y | +91.7% | +111.3% | -19.6% | +23.7% |
| 10Y | +440.3% | +178.1% | +262.2% | +191.3% |
| All | +6,592.6% | +5,591.3% | +1,001.3% | +589.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling