+448.7%
AXP vs PAAS
+192.1%
+256.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.7% | -1.3% |
| 7D | +0.6% | +8.4% | -7.8% | -0.1% |
| 30D | +5.8% | -7.2% | +13.0% | +6.4% |
| 3M | -6.0% | -14.0% | +8.0% | -5.1% |
| 6M | +0.3% | -26.8% | +27.1% | +2.4% |
| YTD | -12.3% | -19.8% | +7.5% | -11.7% |
| 1Y | -11.2% | +22.8% | -34.1% | -14.0% |
| 3Y | +117.0% | +183.6% | -66.6% | +91.1% |
| 5Y | +93.2% | +73.8% | +19.3% | +74.1% |
| All | +448.7% | +192.1% | +256.6% | +372.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 10y: compounded portfolio wealth divided by compounded PAAS 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…
10y analysis · Full analysis span regression · 6 months rolling