-11.6%
AXP vs TE
-53.0%
+41.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.6% | +9.3% | 0.0% |
| 7D | -0.6% | -26.9% | +26.2% | +0.3% |
| 30D | +5.0% | -38.9% | +43.9% | +6.4% |
| 3M | -4.2% | -61.0% | +56.8% | -1.7% |
| 6M | +2.9% | -66.4% | +69.3% | +4.8% |
| YTD | -11.6% | -69.0% | +57.4% | -10.1% |
| All | -11.6% | -53.0% | +41.3% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TE.
Daily Out/Under-Performance
Portfolio return minus TE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TE 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 TE 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