+95.6%
AXP vs U
-67.9%
+163.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +14.9% | -17.2% | -4.4% |
| 7D | +0.4% | +24.3% | -23.9% | -2.9% |
| 30D | +7.0% | +8.6% | -1.5% | +5.4% |
| 3M | -6.6% | +37.6% | -44.2% | -11.5% |
| 6M | +3.5% | +78.5% | -75.0% | -6.0% |
| YTD | -11.2% | +10.5% | -21.7% | -15.3% |
| 1Y | -10.2% | +15.2% | -25.4% | -15.1% |
| 3Y | +120.0% | +76.6% | +43.5% | +83.9% |
| 5Y | +95.6% | -67.9% | +163.5% | +83.6% |
| All | +95.6% | -67.9% | +163.5% | +83.6% |
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 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