+440.3%
AXP vs URI
+1,313.6%
-873.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.9% | -5.8% | -1.9% |
| 7D | -1.1% | -4.0% | +2.9% | +0.3% |
| 30D | +5.2% | +6.8% | -1.6% | +1.9% |
| 3M | -4.6% | -2.8% | -1.8% | -4.2% |
| 6M | +3.2% | +20.9% | -17.6% | -7.0% |
| YTD | -11.3% | +40.2% | -51.6% | -27.9% |
| 1Y | -11.0% | +34.1% | -45.1% | -26.1% |
| 3Y | +120.2% | +164.1% | -44.0% | +26.7% |
| 5Y | +91.7% | +199.3% | -107.6% | -0.5% |
| 10Y | +440.3% | +1,218.8% | -778.5% | +29.3% |
| All | +440.3% | +1,313.6% | -873.3% | +29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling