+403.0%
AXP vs UUUU
+377.1%
+25.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.6% | +2.0% | -1.1% |
| 7D | -2.1% | +1.4% | -3.5% | -2.4% |
| 30D | +2.7% | -27.9% | +30.6% | +6.4% |
| 3M | -7.3% | -53.8% | +46.6% | +0.9% |
| 6M | +1.8% | -68.1% | +69.9% | +14.8% |
| YTD | -13.1% | -54.1% | +41.0% | -8.3% |
| 1Y | -13.7% | -57.8% | +44.1% | -8.5% |
| 3Y | +113.1% | -15.4% | +128.6% | +93.6% |
| 5Y | +85.9% | -39.2% | +125.2% | +67.5% |
| All | +403.0% | +377.1% | +25.9% | +201.1% |
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