-11.1%
AXP vs URA
-29.3%
+18.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.0% |
| 7D | -0.1% | -1.5% | +1.4% | +0.1% |
| 30D | +4.4% | -10.4% | +14.9% | +5.9% |
| 3M | -6.4% | -29.6% | +23.2% | -2.0% |
| 6M | +4.2% | -40.3% | +44.4% | +11.2% |
| YTD | -12.4% | -25.5% | +13.1% | -11.8% |
| 1Y | -11.1% | -26.4% | +15.3% | -10.4% |
| All | -11.1% | -29.3% | +18.2% | -10.4% |
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