-11.2%
AXP vs U
+24.4%
-35.6%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +5.5% | -6.7% | -1.7% |
| 7D | +0.6% | +36.6% | -36.0% | -2.6% |
| 30D | +5.8% | +13.3% | -7.5% | +4.3% |
| 3M | -6.0% | +26.2% | -32.2% | -8.5% |
| 6M | +0.3% | +88.7% | -88.4% | -6.9% |
| YTD | -12.3% | +16.6% | -28.8% | -19.0% |
| 1Y | -11.2% | +29.0% | -40.2% | -19.6% |
| All | -11.2% | +24.4% | -35.6% | -19.6% |
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