-6.7%
AXP vs SOLS
+37.2%
-43.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -6.5% | +8.7% | +2.4% |
| 7D | +4.6% | -8.8% | +13.4% | +4.9% |
| 30D | +9.7% | -0.6% | +10.4% | +9.6% |
| 3M | -3.8% | -9.0% | +5.3% | -3.5% |
| 6M | +4.8% | -28.7% | +33.5% | +5.7% |
| YTD | -9.1% | +19.2% | -28.2% | -15.6% |
| 1Y | -6.7% | +32.6% | -39.3% | -16.1% |
| All | -6.7% | +37.2% | -43.9% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOLS.
Daily Out/Under-Performance
Portfolio return minus SOLS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOLS 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 SOLS 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