+111.1%
AXP vs PAAS
+236.3%
-125.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | -7.1% |
| 3M | +4.6% | -2.9% | +7.5% | +4.5% |
| 6M | +5.4% | -16.4% | +21.9% | +6.1% |
| YTD | -11.1% | 0.0% | -11.1% | -12.0% |
| 1Y | -0.3% | +54.3% | -54.6% | -5.2% |
| All | +111.1% | +236.3% | -125.2% | +82.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling