-11.2%
AXP vs PLTD
-12.9%
+1.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.2% | +2.0% | -1.5% |
| 7D | +0.6% | +13.7% | -13.2% | +1.7% |
| 30D | +5.8% | +18.4% | -12.6% | +7.4% |
| 3M | -6.0% | -7.5% | +1.4% | -6.4% |
| 6M | +0.3% | -31.3% | +31.6% | -1.8% |
| YTD | -12.3% | -15.4% | +3.1% | -12.5% |
| 1Y | -11.2% | -18.4% | +7.2% | -11.5% |
| All | -11.2% | -12.9% | +1.6% | -11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling