+1.3%
AXP vs UUUU
+25.8%
-24.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.0% | -1.1% | -0.1% |
| 7D | +0.6% | +2.8% | -2.2% | +0.4% |
| 30D | -4.3% | +3.4% | -7.7% | -4.6% |
| 3M | +4.7% | -3.9% | +8.6% | +4.4% |
| 6M | +9.0% | -23.2% | +32.2% | +9.7% |
| YTD | -11.1% | +0.6% | -11.7% | -12.0% |
| 1Y | +1.3% | +22.9% | -21.6% | -3.4% |
| All | +1.3% | +25.8% | -24.5% | -3.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling