+119.7%
AXP vs SPOT
+262.3%
-142.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -2.0% |
| 7D | +0.4% | +10.3% | -9.9% | -1.1% |
| 30D | +7.0% | +25.9% | -18.8% | +3.3% |
| 3M | -6.6% | +27.4% | -34.0% | -10.1% |
| 6M | +3.5% | +46.5% | -43.0% | -3.1% |
| YTD | -11.2% | +5.8% | -17.0% | -12.6% |
| 1Y | -10.2% | -0.9% | -9.3% | -10.7% |
| All | +119.7% | +262.3% | -142.6% | +102.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPOT.
Daily Out/Under-Performance
Portfolio return minus SPOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPOT 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 3y: compounded portfolio wealth divided by compounded SPOT 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…
3y analysis · Full analysis span regression · 6 months rolling