+6,296.4%
AXP vs SUI
+4,037.5%
+2,258.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.8% | -0.9% |
| 7D | -2.1% | -2.8% | +0.7% | -0.7% |
| 30D | -6.5% | -1.2% | -5.4% | -6.1% |
| 3M | +4.6% | -1.7% | +6.4% | +5.1% |
| 6M | +5.4% | -10.5% | +15.9% | +10.9% |
| YTD | -11.1% | -1.8% | -9.3% | -11.1% |
| 1Y | -0.3% | -4.1% | +3.8% | +0.7% |
| 3Y | +111.6% | +11.3% | +100.3% | +91.3% |
| 5Y | +117.6% | -32.1% | +149.7% | +151.2% |
| 10Y | +474.1% | +110.4% | +363.7% | +244.3% |
| All | +6,296.4% | +4,037.5% | +2,258.8% | +943.2% |
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