+9.1%
AXP vs PLTD
-77.5%
+86.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.4% | +1.1% |
| 7D | -0.1% | -4.8% | +4.6% | -0.8% |
| 30D | +4.4% | +16.9% | -12.4% | +7.2% |
| 3M | -6.4% | +2.6% | -9.0% | -5.6% |
| 6M | +4.2% | -36.2% | +40.4% | -1.2% |
| YTD | -12.4% | -19.4% | +7.1% | -12.2% |
| 1Y | -11.1% | -22.5% | +11.4% | -11.4% |
| All | +9.1% | -77.5% | +86.7% | -14.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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