-13.7%
AXP vs U
+19.5%
-33.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.1% | -2.6% | -1.7% |
| 7D | -2.1% | +2.8% | -5.0% | -2.4% |
| 30D | +2.7% | +7.6% | -5.0% | +1.7% |
| 3M | -7.3% | +12.7% | -20.0% | -8.7% |
| 6M | +1.8% | +87.0% | -85.2% | -5.7% |
| YTD | -13.1% | +13.6% | -26.7% | -19.5% |
| 1Y | -13.7% | +25.3% | -39.0% | -21.0% |
| All | -13.7% | +19.5% | -33.2% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside U.
Daily Out/Under-Performance
Portfolio return minus U return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × U 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 U 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