+6,610.0%
AXP vs WM
+26,336.4%
-19,726.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.8% |
| 7D | -2.1% | -0.3% | -1.8% | -2.0% |
| 30D | -6.5% | -2.4% | -4.2% | -5.9% |
| 3M | +4.6% | +0.4% | +4.2% | +4.3% |
| 6M | +5.4% | -9.5% | +14.9% | +7.9% |
| YTD | -11.1% | +0.5% | -11.6% | -11.8% |
| 1Y | -0.3% | -1.1% | +0.8% | -0.8% |
| 3Y | +111.6% | +46.0% | +65.5% | +87.5% |
| 5Y | +117.6% | +51.8% | +65.8% | +90.3% |
| 10Y | +474.1% | +307.5% | +166.6% | +296.6% |
| All | +6,610.0% | +26,336.4% | -19,726.4% | +2,754.5% |
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