+469.1%
AXP vs TECH
+187.6%
+281.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | -2.1% | +0.1% | -2.2% | -2.1% |
| 30D | -6.5% | +0.7% | -7.3% | -6.7% |
| 3M | +4.6% | +36.3% | -31.7% | -5.9% |
| 6M | +5.4% | +25.6% | -20.2% | -4.0% |
| YTD | -11.1% | +23.7% | -34.8% | -19.1% |
| 1Y | -0.3% | +37.6% | -37.9% | -13.3% |
| 3Y | +111.6% | -6.6% | +118.2% | +102.1% |
| 5Y | +117.6% | -42.2% | +159.8% | +140.1% |
| All | +469.1% | +187.6% | +281.6% | +201.1% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 10y: compounded portfolio wealth divided by compounded TECH 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…
10y analysis · Full analysis span regression · 6 months rolling