-11.1%
AXP vs SNPS
+14.9%
-26.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.0% |
| 7D | -0.1% | +1.1% | -1.2% | -0.2% |
| 30D | +4.4% | -5.2% | +9.6% | +5.0% |
| 3M | -6.4% | +10.6% | -17.0% | -7.8% |
| 6M | +4.2% | -10.6% | +14.8% | +5.7% |
| YTD | -12.4% | -3.1% | -9.3% | -14.9% |
| 1Y | -11.1% | +15.6% | -26.7% | -16.4% |
| All | -11.1% | +14.9% | -26.0% | -16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SNPS.
Daily Out/Under-Performance
Portfolio return minus SNPS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SNPS 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 SNPS 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