-0.3%
AXP vs STT
+75.3%
-75.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.2% | -1.3% | -1.2% |
| 7D | -2.1% | +0.5% | -2.6% | -2.4% |
| 30D | -6.5% | +3.9% | -10.4% | -8.4% |
| 3M | +4.6% | +20.0% | -15.3% | -5.1% |
| 6M | +5.4% | +55.3% | -49.9% | -17.4% |
| YTD | -11.1% | +53.3% | -64.5% | -30.5% |
| 1Y | -0.3% | +74.7% | -75.0% | -27.8% |
| All | -0.3% | +75.3% | -75.6% | -27.8% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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