+403.0%
AXP vs PAAS
+207.5%
+195.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.1% | +2.6% | -1.2% |
| 7D | -2.1% | -7.0% | +4.9% | -1.5% |
| 30D | +2.7% | -15.3% | +17.9% | +4.0% |
| 3M | -7.3% | -27.7% | +20.5% | -4.9% |
| 6M | +1.8% | -40.5% | +42.2% | +5.8% |
| YTD | -13.1% | -26.5% | +13.5% | -11.8% |
| 1Y | -13.7% | -0.8% | -12.9% | -14.8% |
| 3Y | +113.1% | +196.9% | -83.8% | +86.6% |
| 5Y | +85.9% | +49.2% | +36.8% | +69.5% |
| All | +403.0% | +207.5% | +195.5% | +335.5% |
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