-11.1%
AXP vs SNPS
+15.3%
-26.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SNPS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | -0.1% |
| 7D | -0.6% | -0.6% | 0.0% | -0.6% |
| 30D | +5.0% | -9.8% | +14.8% | +6.1% |
| 3M | -4.2% | +11.7% | -16.0% | -5.8% |
| 6M | +2.9% | -10.9% | +13.9% | +4.7% |
| YTD | -11.6% | -2.1% | -9.5% | -14.3% |
| 1Y | -11.1% | +14.8% | -25.9% | -16.5% |
| All | -11.1% | +15.3% | -26.4% | -16.5% |
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