+854.1%
AXP vs WPM
+5,085.8%
-4,231.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.7% | -3.0% | -2.4% |
| 7D | +0.4% | +7.5% | -7.1% | -0.6% |
| 30D | +7.0% | -3.8% | +10.8% | +7.4% |
| 3M | -6.6% | +8.0% | -14.6% | -8.0% |
| 6M | +3.5% | +6.1% | -2.6% | +1.8% |
| YTD | -11.2% | +13.2% | -24.4% | -14.0% |
| 1Y | -10.2% | +37.9% | -48.0% | -15.3% |
| 3Y | +120.0% | +201.7% | -81.7% | +83.8% |
| 5Y | +95.6% | +240.0% | -144.5% | +58.7% |
| 10Y | +468.1% | +531.0% | -62.9% | +301.5% |
| All | +854.1% | +5,085.8% | -4,231.7% | +325.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling