+10.6%
AXP vs PLTD
-75.6%
+86.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +9.5% | -11.8% | -0.9% |
| 7D | +0.4% | +25.1% | -24.7% | +4.0% |
| 30D | +7.0% | +21.0% | -14.0% | +10.4% |
| 3M | -6.6% | -2.9% | -3.6% | -6.6% |
| 6M | +3.5% | -27.8% | +31.2% | +0.1% |
| YTD | -11.2% | -12.6% | +1.4% | -10.0% |
| 1Y | -10.2% | -9.8% | -0.3% | -7.9% |
| All | +10.6% | -75.6% | +86.3% | -12.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling