-10.2%
AXP vs PAAS
+20.4%
-30.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -2.1% |
| 7D | +0.4% | -0.4% | +0.8% | +0.4% |
| 30D | +7.0% | -11.6% | +18.7% | +8.0% |
| 3M | -6.6% | -15.6% | +9.0% | -5.6% |
| 6M | +3.5% | -19.1% | +22.6% | +4.3% |
| YTD | -11.2% | -20.9% | +9.8% | -11.1% |
| 1Y | -10.2% | +21.3% | -31.5% | -14.2% |
| All | -10.2% | +20.4% | -30.6% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling