+1,773.8%
AXP vs PWR
+7,972.1%
-6,198.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -11.7% | +13.8% | +5.2% |
| 7D | +4.6% | -4.4% | +9.0% | +5.4% |
| 30D | +9.7% | -15.1% | +24.8% | +13.7% |
| 3M | -3.8% | -16.2% | +12.5% | -0.3% |
| 6M | +4.8% | -23.3% | +28.1% | +10.0% |
| YTD | -9.1% | +37.6% | -46.7% | -19.1% |
| 1Y | -6.7% | +32.4% | -39.1% | -16.2% |
| 3Y | +125.2% | +244.2% | -119.0% | +53.6% |
| 5Y | +105.0% | +416.2% | -311.2% | +24.2% |
| 10Y | +481.5% | +2,008.1% | -1,526.6% | +146.7% |
| All | +1,773.8% | +7,972.1% | -6,198.3% | +507.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 all: compounded portfolio wealth divided by compounded PWR 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…
all analysis · Full analysis span regression · 6 months rolling