-6.7%
AXP vs WPM
+38.8%
-45.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +12.0% | -9.8% | +0.8% |
| 7D | +4.6% | +3.9% | +0.7% | +4.0% |
| 30D | +9.7% | -3.5% | +13.2% | +9.9% |
| 3M | -3.8% | +14.1% | -17.9% | -5.8% |
| 6M | +4.8% | +6.2% | -1.4% | +3.0% |
| YTD | -9.1% | +12.4% | -21.5% | -15.3% |
| 1Y | -6.7% | +40.0% | -46.7% | -19.0% |
| All | -6.7% | +38.8% | -45.5% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling