-10.9%
AXP vs TE
-44.1%
+33.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.0% | +4.0% | +1.1% |
| 7D | -1.1% | -10.5% | +9.4% | -0.8% |
| 30D | +5.2% | -32.4% | +37.7% | +6.4% |
| 3M | -4.6% | -60.9% | +56.3% | -2.0% |
| 6M | +3.2% | -62.8% | +66.0% | +4.8% |
| YTD | -11.3% | -65.7% | +54.4% | -10.1% |
| All | -10.9% | -44.1% | +33.3% | -11.1% |
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