+6.3%
AXP vs SNDU
-24.4%
+30.7%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -8.3% | +6.8% | -1.5% |
| 7D | -2.1% | +30.7% | -32.9% | -2.2% |
| 30D | +2.7% | -67.1% | +69.8% | +2.8% |
| 3M | -7.3% | -65.1% | +57.9% | -7.4% |
| 6M | +1.8% | -82.0% | +83.8% | +0.2% |
| All | +6.3% | -24.4% | +30.7% | +0.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNDU.
Daily Out/Under-Performance
Portfolio return minus SNDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNDU 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 SNDU 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