+6,763.5%
AXP vs WM
+28,817.6%
-22,054.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.6% | +0.6% | +1.7% |
| 7D | +4.6% | +5.9% | -1.3% | +3.0% |
| 30D | +9.7% | +15.4% | -5.7% | +5.3% |
| 3M | -3.8% | +6.3% | -10.1% | -5.6% |
| 6M | +4.8% | +5.6% | -0.8% | +2.8% |
| YTD | -9.1% | +9.9% | -19.0% | -12.1% |
| 1Y | -6.7% | +20.8% | -27.5% | -12.2% |
| 3Y | +125.2% | +48.5% | +76.7% | +98.6% |
| 5Y | +105.0% | +60.6% | +44.4% | +76.3% |
| 10Y | +481.5% | +349.8% | +131.7% | +290.6% |
| All | +6,763.5% | +28,817.6% | -22,054.2% | +2,744.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WM.
Daily Out/Under-Performance
Portfolio return minus WM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WM 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 WM 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