+6,610.0%
AXP vs NI
+5,092.7%
+1,517.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.6% | -0.5% | -0.8% |
| 7D | -2.1% | +2.0% | -4.1% | -3.1% |
| 30D | -6.5% | -3.5% | -3.0% | -4.9% |
| 3M | +4.6% | -9.1% | +13.8% | +9.5% |
| 6M | +5.4% | -11.8% | +17.3% | +11.7% |
| YTD | -11.1% | +1.1% | -12.2% | -12.6% |
| 1Y | -0.3% | +6.7% | -7.0% | -4.9% |
| 3Y | +111.6% | +71.1% | +40.5% | +54.8% |
| 5Y | +117.6% | +94.3% | +23.3% | +46.5% |
| 10Y | +474.1% | +135.8% | +338.3% | +236.6% |
| All | +6,610.0% | +5,092.7% | +1,517.3% | +625.2% |
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