-11.2%
AXP vs NVD
-23.6%
+12.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.5% | +4.3% | -1.5% |
| 7D | +0.6% | +16.8% | -16.2% | +1.4% |
| 30D | +5.8% | +54.3% | -48.5% | +8.1% |
| 3M | -6.0% | +24.3% | -30.3% | -4.8% |
| 6M | +0.3% | +0.6% | -0.3% | +0.8% |
| YTD | -12.3% | -27.7% | +15.4% | -14.1% |
| 1Y | -11.2% | -29.4% | +18.2% | -13.2% |
| All | -11.2% | -23.6% | +12.3% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 1y: compounded portfolio wealth divided by compounded NVD 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…
1y analysis · Full analysis span regression · 6 months rolling