-10.2%
AXP vs USB
+33.6%
-43.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.1% | -0.2% | -0.7% |
| 7D | +0.4% | -1.5% | +1.9% | +1.6% |
| 30D | +7.0% | +4.3% | +2.7% | +3.5% |
| 3M | -6.6% | -6.1% | -0.5% | -1.9% |
| 6M | +3.5% | +9.4% | -5.9% | -4.8% |
| YTD | -11.2% | +15.2% | -26.3% | -21.7% |
| 1Y | -10.2% | +32.8% | -42.9% | -31.6% |
| All | -10.2% | +33.6% | -43.8% | -31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside USB.
Daily Out/Under-Performance
Portfolio return minus USB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USB 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 USB 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