+469.1%
AXP vs PAAS
+206.7%
+262.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.4% | +1.3% | -0.9% |
| 7D | -2.1% | -2.9% | +0.8% | -1.9% |
| 30D | -6.5% | +6.8% | -13.3% | -7.2% |
| 3M | +4.6% | -2.9% | +7.5% | +4.6% |
| 6M | +5.4% | -16.4% | +21.9% | +6.4% |
| YTD | -11.1% | 0.0% | -11.1% | -12.0% |
| 1Y | -0.3% | +54.3% | -54.6% | -5.5% |
| 3Y | +111.6% | +230.7% | -119.1% | +83.8% |
| 5Y | +117.6% | +111.6% | +5.9% | +92.9% |
| All | +469.1% | +206.7% | +262.5% | +383.9% |
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