+428.4%
AXP vs UUUU
+399.3%
+29.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -7.8% | +7.5% | +0.7% |
| 7D | -0.6% | -6.9% | +6.3% | +0.1% |
| 30D | +5.0% | -32.3% | +37.3% | +9.5% |
| 3M | -4.2% | -52.8% | +48.6% | +3.9% |
| 6M | +2.9% | -68.5% | +71.4% | +16.2% |
| YTD | -11.6% | -53.6% | +42.1% | -6.8% |
| 1Y | -11.1% | -59.1% | +48.0% | -5.3% |
| 3Y | +116.7% | -14.7% | +131.4% | +96.7% |
| 5Y | +89.6% | -35.4% | +125.1% | +69.6% |
| 10Y | +428.4% | +378.0% | +50.4% | +226.2% |
| All | +428.4% | +399.3% | +29.1% | +226.2% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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