-7.2%
AXP vs SOLS
+20.3%
-27.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SOLS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.0% | +0.6% | -1.2% |
| 7D | -2.5% | +3.7% | -6.2% | -2.7% |
| 30D | -5.0% | +5.0% | -10.0% | -5.3% |
| 3M | +1.4% | -21.1% | +22.4% | +2.0% |
| 6M | +6.0% | -14.2% | +20.2% | +5.6% |
| YTD | -12.3% | +30.6% | -42.9% | -17.2% |
| All | -7.2% | +20.3% | -27.5% | -13.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling