+440.3%
AXP vs TRU
+172.9%
+267.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.4% | -1.3% | -0.1% |
| 7D | -1.1% | +4.9% | -6.0% | -3.3% |
| 30D | +5.2% | +26.9% | -21.7% | -6.4% |
| 3M | -4.6% | +4.0% | -8.6% | -7.4% |
| 6M | +3.2% | +15.8% | -12.6% | -6.1% |
| YTD | -11.3% | -2.6% | -8.8% | -13.5% |
| 1Y | -11.0% | +3.9% | -14.9% | -16.0% |
| 3Y | +120.2% | +59.2% | +61.0% | +56.4% |
| 5Y | +91.7% | -25.7% | +117.4% | +99.9% |
| 10Y | +440.3% | +179.3% | +261.1% | +258.8% |
| All | +440.3% | +172.9% | +267.4% | +258.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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