+680.4%
AXP vs UUUU
-96.0%
+776.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +9.8% | -8.7% | +0.3% |
| 7D | -1.1% | -1.1% | 0.0% | -1.1% |
| 30D | +5.2% | -26.6% | +31.8% | +7.7% |
| 3M | -4.6% | -48.3% | +43.7% | +0.2% |
| 6M | +3.2% | -65.8% | +69.0% | +11.4% |
| YTD | -11.3% | -49.7% | +38.4% | -8.5% |
| 1Y | -11.0% | -53.3% | +42.3% | -7.9% |
| 3Y | +120.2% | -7.4% | +127.5% | +107.5% |
| 5Y | +91.7% | -33.4% | +125.1% | +80.5% |
| 10Y | +440.3% | +441.5% | -1.1% | +303.9% |
| All | +680.4% | -96.0% | +776.3% | +495.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling