-6.7%
AXP vs PSA
+28.0%
-34.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +2.8% | -0.6% | +1.5% |
| 7D | +4.6% | +10.5% | -5.9% | +2.2% |
| 30D | +9.7% | +21.7% | -12.0% | +4.7% |
| 3M | -3.8% | +6.1% | -9.8% | -5.3% |
| 6M | +4.8% | +18.3% | -13.5% | +0.1% |
| YTD | -9.1% | +36.1% | -45.1% | -19.0% |
| 1Y | -6.7% | +29.3% | -36.0% | -14.5% |
| All | -6.7% | +28.0% | -34.7% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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