+89.6%
AXP vs PTC
+55.9%
+33.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.2% | -1.5% | -1.3% |
| 7D | +0.6% | -0.2% | +0.8% | +0.7% |
| 30D | +5.8% | +0.8% | +5.1% | +5.6% |
| 3M | -6.0% | +32.1% | -38.1% | -15.6% |
| 6M | +0.3% | +42.6% | -42.3% | -13.8% |
| YTD | -12.3% | +12.0% | -24.2% | -16.4% |
| 1Y | -11.2% | +12.2% | -23.4% | -15.6% |
| 3Y | +117.0% | +31.2% | +85.8% | +84.3% |
| All | +89.6% | +55.9% | +33.6% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PTC.
Daily Out/Under-Performance
Portfolio return minus PTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PTC 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 PTC 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