+3,688.8%
AXP vs TD
+7,879.0%
-4,190.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.4% | +0.3% | -0.1% |
| 7D | -2.1% | +0.3% | -2.4% | -2.4% |
| 30D | -6.5% | +0.4% | -6.9% | -7.0% |
| 3M | +4.6% | +7.6% | -3.0% | -1.5% |
| 6M | +5.4% | +25.0% | -19.6% | -11.8% |
| YTD | -11.1% | +31.0% | -42.1% | -28.3% |
| 1Y | -0.3% | +65.2% | -65.5% | -32.9% |
| 3Y | +111.6% | +122.5% | -10.9% | +11.1% |
| 5Y | +117.6% | +124.8% | -7.2% | +13.6% |
| 10Y | +474.1% | +298.2% | +175.9% | +99.4% |
| All | +3,688.8% | +7,879.0% | -4,190.2% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD 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 TD 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