+672.4%
AXP vs UUUU
-96.3%
+768.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.3% |
| 7D | +0.6% | -13.6% | +14.2% | +1.7% |
| 30D | +5.8% | -35.1% | +40.9% | +9.4% |
| 3M | -6.0% | -48.4% | +42.4% | -1.3% |
| 6M | +0.3% | -71.7% | +72.0% | +9.9% |
| YTD | -12.3% | -54.2% | +41.9% | -8.7% |
| 1Y | -11.2% | -56.0% | +44.7% | -7.7% |
| 3Y | +117.0% | -13.1% | +130.1% | +105.7% |
| 5Y | +93.2% | -35.2% | +128.4% | +82.4% |
| 10Y | +461.2% | +404.5% | +56.6% | +322.2% |
| All | +672.4% | -96.3% | +768.7% | +494.4% |
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 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