-11.2%
AXP vs URA
-31.4%
+20.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.4% | -5.6% | -1.8% |
| 7D | +0.6% | -4.1% | +4.7% | +1.1% |
| 30D | +5.8% | -19.0% | +24.8% | +8.9% |
| 3M | -6.0% | -25.1% | +19.1% | -2.5% |
| 6M | +0.3% | -44.5% | +44.8% | +8.4% |
| YTD | -12.3% | -24.3% | +12.1% | -11.8% |
| 1Y | -11.2% | -28.1% | +16.9% | -9.9% |
| All | -11.2% | -31.4% | +20.1% | -9.9% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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