+464.9%
AXP vs SIRI
-13.0%
+477.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.7% | +0.6% | +0.2% |
| 7D | +0.6% | +4.3% | -3.7% | -0.7% |
| 30D | -4.3% | -2.8% | -1.5% | -3.7% |
| 3M | +4.7% | +5.9% | -1.2% | +2.7% |
| 6M | +9.0% | +31.9% | -23.0% | -0.3% |
| YTD | -11.1% | +48.7% | -59.8% | -21.8% |
| 1Y | +1.3% | +23.2% | -21.9% | -6.2% |
| 3Y | +114.5% | -23.9% | +138.4% | +114.1% |
| 5Y | +118.0% | -43.4% | +161.4% | +126.6% |
| 10Y | +464.9% | -13.6% | +478.5% | +380.2% |
| All | +464.9% | -13.0% | +477.9% | +380.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 10y: compounded portfolio wealth divided by compounded SIRI 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…
10y analysis · Full analysis span regression · 6 months rolling