+1,731.9%
AXP vs PWR
+8,583.6%
-6,851.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.7% | -1.8% | -1.3% |
| 7D | -2.1% | +3.6% | -5.7% | -3.0% |
| 30D | -6.5% | -8.6% | +2.0% | -4.5% |
| 3M | +4.6% | -13.2% | +17.8% | +7.5% |
| 6M | +5.4% | +9.9% | -4.5% | +1.0% |
| YTD | -11.1% | +48.0% | -59.2% | -21.7% |
| 1Y | -0.3% | +66.2% | -66.5% | -15.2% |
| 3Y | +111.6% | +195.1% | -83.5% | +51.3% |
| 5Y | +117.6% | +442.6% | -325.0% | +31.2% |
| 10Y | +474.1% | +2,334.2% | -1,860.1% | +137.1% |
| All | +1,731.9% | +8,583.6% | -6,851.7% | +487.4% |
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