+116.7%
AXP vs WPM
+225.6%
-108.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.1% | +4.8% | +0.1% |
| 7D | -0.6% | +16.4% | -17.0% | -1.8% |
| 30D | +5.0% | -1.5% | +6.4% | +4.9% |
| 3M | -4.2% | +2.6% | -6.8% | -4.7% |
| 6M | +2.9% | -1.3% | +4.3% | +2.3% |
| YTD | -11.6% | +16.8% | -28.3% | -13.3% |
| 1Y | -11.1% | +34.1% | -45.2% | -13.4% |
| 3Y | +116.7% | +225.1% | -108.4% | +86.2% |
| All | +116.7% | +225.6% | -108.8% | +86.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling