+682.4%
AXP vs UUUU
-92.0%
+774.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.8% |
| 3M | +4.6% | -16.7% | +21.3% | +5.7% |
| 6M | +5.4% | -33.7% | +39.1% | +7.8% |
| YTD | -11.1% | -0.5% | -10.6% | -12.9% |
| 1Y | -0.3% | +28.9% | -29.2% | -5.5% |
| 3Y | +111.6% | +99.9% | +11.7% | +87.7% |
| 5Y | +117.6% | +135.3% | -17.7% | +85.4% |
| 10Y | +474.1% | +518.4% | -44.3% | +319.9% |
| All | +682.4% | -92.0% | +774.4% | +467.3% |
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