+467.1%
AXP vs UUUU
+524.5%
-57.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.5% | -0.8% | -1.3% |
| 7D | -2.5% | +1.8% | -4.3% | -2.7% |
| 30D | -5.0% | +1.8% | -6.9% | -5.4% |
| 3M | +1.4% | +1.3% | +0.1% | +0.6% |
| 6M | +6.0% | -26.8% | +32.8% | +8.3% |
| YTD | -12.3% | +0.1% | -12.4% | -15.2% |
| 1Y | +0.3% | +11.2% | -11.0% | -6.2% |
| 3Y | +111.7% | +97.7% | +14.0% | +74.2% |
| 5Y | +114.5% | +127.3% | -12.8% | +64.8% |
| 10Y | +467.1% | +532.6% | -65.6% | +207.5% |
| All | +467.1% | +524.5% | -57.4% | +207.5% |
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