+4.8%
AXP vs U
+54.9%
-50.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | U | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.9% | -2.7% | +1.6% |
| 7D | +4.6% | +7.5% | -2.9% | +3.7% |
| 30D | +9.7% | -7.0% | +16.8% | +10.4% |
| 3M | -3.8% | +20.6% | -24.3% | -6.4% |
| 6M | +4.8% | +53.2% | -48.4% | -2.1% |
| All | +4.8% | +54.9% | -50.1% | -2.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling