+6,463.6%
AXP vs NI
+5,686.0%
+777.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.1% | -1.9% |
| 7D | -2.1% | +3.1% | -5.2% | -3.7% |
| 30D | +2.7% | +11.2% | -8.5% | -2.9% |
| 3M | -7.3% | +9.8% | -17.1% | -11.8% |
| 6M | +1.8% | -1.6% | +3.4% | +2.1% |
| YTD | -13.1% | +12.6% | -25.7% | -19.2% |
| 1Y | -13.7% | +7.8% | -21.5% | -18.0% |
| 3Y | +113.1% | +100.5% | +12.6% | +44.0% |
| 5Y | +85.9% | +114.4% | -28.5% | +19.1% |
| 10Y | +416.7% | +193.9% | +222.8% | +170.7% |
| All | +6,463.6% | +5,686.0% | +777.6% | +570.0% |
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