+8.4%
AXP vs PLTU
+121.9%
-113.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.2% | +5.0% | +1.1% |
| 7D | -0.1% | +9.0% | -9.2% | -0.8% |
| 30D | +4.4% | -33.0% | +37.4% | +7.2% |
| 3M | -6.4% | -19.0% | +12.6% | -5.8% |
| 6M | +4.2% | +30.4% | -26.3% | -1.5% |
| YTD | -12.4% | -40.2% | +27.8% | -12.5% |
| 1Y | -11.1% | -37.8% | +26.7% | -11.9% |
| All | +8.4% | +121.9% | -113.5% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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