-11.2%
AXP vs QID
-13.7%
+2.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.5% | +1.3% | -1.7% |
| 7D | +0.6% | +9.4% | -8.8% | +2.4% |
| 30D | +5.8% | +31.2% | -25.4% | +11.7% |
| 3M | -6.0% | +17.4% | -23.4% | -2.9% |
| 6M | +0.3% | +8.4% | -8.1% | +1.4% |
| YTD | -12.3% | -15.8% | +3.5% | -17.6% |
| 1Y | -11.2% | -16.3% | +5.1% | -16.5% |
| All | -11.2% | -13.7% | +2.4% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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