+6,292.7%
AXP vs SUI
+4,171.7%
+2,121.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.6% |
| 7D | +0.4% | +8.8% | -8.4% | -3.9% |
| 30D | +7.0% | +8.9% | -1.9% | +2.1% |
| 3M | -6.6% | +2.0% | -8.6% | -8.0% |
| 6M | +3.5% | -0.6% | +4.1% | +2.9% |
| YTD | -11.2% | +1.3% | -12.5% | -12.9% |
| 1Y | -10.2% | +1.3% | -11.4% | -11.9% |
| 3Y | +120.0% | +16.3% | +103.8% | +94.5% |
| 5Y | +95.6% | -25.1% | +120.6% | +113.8% |
| 10Y | +468.1% | +121.1% | +347.1% | +231.7% |
| All | +6,292.7% | +4,171.7% | +2,121.0% | +921.9% |
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