-11.7%
AXP vs NVDL
-38.4%
+26.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +5.8% | -5.9% | -0.4% |
| 7D | -2.9% | -26.2% | +23.3% | -1.6% |
| 30D | +3.7% | -43.2% | +46.9% | +6.3% |
| 3M | -4.9% | -40.5% | +35.6% | -3.0% |
| 6M | +4.1% | -45.4% | +49.5% | +6.4% |
| YTD | -11.7% | -30.5% | +18.8% | -13.1% |
| 1Y | -11.7% | -37.1% | +25.4% | -13.1% |
| All | -11.7% | -38.4% | +26.6% | -13.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDL.
Daily Out/Under-Performance
Portfolio return minus NVDL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDL 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 NVDL 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