+1.3%
AXP vs SPMO
+29.0%
-27.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.5% | -0.5% | -0.1% |
| 7D | +0.6% | +3.4% | -2.8% | -0.2% |
| 30D | -4.3% | +0.5% | -4.9% | -4.5% |
| 3M | +4.7% | +1.9% | +2.8% | +2.7% |
| 6M | +9.0% | +27.8% | -18.8% | -6.2% |
| YTD | -11.1% | +26.7% | -37.8% | -22.9% |
| 1Y | +1.3% | +28.9% | -27.6% | -12.0% |
| All | +1.3% | +29.0% | -27.7% | -12.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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