+117.0%
AXP vs UUUU
+126.1%
-9.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.2% |
| 7D | -2.1% | -1.4% | -0.7% | -2.0% |
| 30D | -6.5% | +16.3% | -22.9% | -8.4% |
| 3M | +4.6% | -16.7% | +21.3% | +6.1% |
| 6M | +5.4% | -33.7% | +39.1% | +8.8% |
| YTD | -11.1% | -0.5% | -10.6% | -14.1% |
| 1Y | -0.3% | +28.9% | -29.2% | -9.3% |
| 3Y | +111.6% | +99.9% | +11.7% | +69.7% |
| All | +117.0% | +126.1% | -9.1% | +67.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling