+1.3%
AXP vs NVD
-61.7%
+63.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +3.9% | -3.9% | +0.1% |
| 7D | +0.6% | -7.7% | +8.2% | +0.3% |
| 30D | -4.3% | -5.8% | +1.4% | -4.4% |
| 3M | +4.7% | -23.2% | +27.9% | +4.0% |
| 6M | +9.0% | -49.7% | +58.7% | +6.1% |
| YTD | -11.1% | -47.7% | +36.6% | -13.4% |
| 1Y | +1.3% | -61.3% | +62.6% | +1.1% |
| All | +1.3% | -61.7% | +63.0% | +1.1% |
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