+117.0%
AXP vs NXT
+181.6%
-64.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.3% | -6.6% | -1.7% |
| 7D | +0.6% | +32.2% | -31.6% | -1.8% |
| 30D | +5.8% | +21.9% | -16.1% | +3.9% |
| 3M | -6.0% | +6.6% | -12.6% | -6.9% |
| 6M | +0.3% | -16.8% | +17.1% | +0.8% |
| YTD | -12.3% | +20.4% | -32.7% | -15.2% |
| 1Y | -11.2% | -1.5% | -9.7% | -12.8% |
| 3Y | +117.0% | +182.4% | -65.4% | +86.4% |
| All | +117.0% | +181.6% | -64.6% | +86.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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