+119.7%
AXP vs U
+72.0%
+47.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +14.9% | -17.2% | -4.3% |
| 7D | +0.4% | +24.3% | -23.9% | -2.8% |
| 30D | +7.0% | +8.6% | -1.5% | +5.5% |
| 3M | -6.6% | +37.6% | -44.2% | -11.3% |
| 6M | +3.5% | +78.5% | -75.0% | -5.8% |
| YTD | -11.2% | +10.5% | -21.7% | -15.1% |
| 1Y | -10.2% | +15.2% | -25.4% | -15.1% |
| All | +119.7% | +72.0% | +47.7% | +79.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling