+117.0%
AXP vs NVD
-98.8%
+215.9%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -5.5% | +4.3% | -1.7% |
| 7D | +0.6% | +16.8% | -16.2% | +2.1% |
| 30D | +5.8% | +54.3% | -48.5% | +10.1% |
| 3M | -6.0% | +24.3% | -30.3% | -3.7% |
| 6M | +0.3% | +0.6% | -0.3% | +1.6% |
| YTD | -12.3% | -27.7% | +15.4% | -13.0% |
| 1Y | -11.2% | -29.4% | +18.2% | -11.9% |
| 3Y | +117.0% | -98.8% | +215.8% | +84.8% |
| All | +117.0% | -98.8% | +215.9% | +84.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling