+6,442.6%
AXP vs SUI
+4,142.3%
+2,300.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.2% | -3.0% | -0.5% |
| 7D | +4.6% | +10.0% | -5.4% | -0.5% |
| 30D | +9.7% | +8.4% | +1.3% | +4.9% |
| 3M | -3.8% | +0.7% | -4.4% | -4.5% |
| 6M | +4.8% | -0.9% | +5.7% | +4.4% |
| YTD | -9.1% | +0.6% | -9.7% | -10.5% |
| 1Y | -6.7% | +0.8% | -7.5% | -8.3% |
| 3Y | +125.2% | +15.5% | +109.7% | +99.8% |
| 5Y | +105.0% | -25.9% | +130.8% | +125.3% |
| 10Y | +481.5% | +119.5% | +361.9% | +240.8% |
| All | +6,442.6% | +4,142.3% | +2,300.3% | +949.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 all: compounded portfolio wealth divided by compounded SUI 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…
all analysis · Full analysis span regression · 6 months rolling