+95.6%
AXP vs TECH
-39.6%
+135.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | +0.4% | -0.1% | +0.5% | +0.4% |
| 30D | +7.0% | +0.3% | +6.7% | +6.9% |
| 3M | -6.6% | +1.0% | -7.6% | -6.8% |
| 6M | +3.5% | +28.6% | -25.1% | -5.0% |
| YTD | -11.2% | +24.1% | -35.3% | -18.3% |
| 1Y | -10.2% | +21.9% | -32.1% | -17.0% |
| 3Y | +120.0% | +25.7% | +94.4% | +90.7% |
| 5Y | +95.6% | -40.2% | +135.8% | +105.4% |
| All | +95.6% | -39.6% | +135.2% | +105.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling