+89.6%
AXP vs U
-68.6%
+158.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.1% | +1.9% | 0.0% |
| 7D | -0.6% | +24.4% | -25.0% | -3.9% |
| 30D | +5.0% | +7.4% | -2.4% | +3.5% |
| 3M | -4.2% | +16.8% | -21.0% | -6.9% |
| 6M | +2.9% | +78.8% | -75.8% | -6.4% |
| YTD | -11.6% | +14.0% | -25.6% | -16.1% |
| 1Y | -11.1% | +16.7% | -27.8% | -16.1% |
| 3Y | +116.7% | +86.4% | +30.4% | +79.9% |
| 5Y | +89.6% | -71.5% | +161.1% | +79.4% |
| All | +89.6% | -68.6% | +158.2% | +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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling