+848.6%
AXP vs WPM
+5,208.0%
-4,359.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.8% | +0.7% | 0.0% |
| 7D | -2.9% | +3.1% | -6.0% | -3.3% |
| 30D | +3.7% | -1.8% | +5.5% | +3.8% |
| 3M | -4.9% | +1.0% | -5.9% | -5.5% |
| 6M | +4.1% | -5.4% | +9.5% | +4.0% |
| YTD | -11.7% | +15.9% | -27.6% | -14.7% |
| 1Y | -11.7% | +30.8% | -42.6% | -16.2% |
| 3Y | +116.5% | +222.6% | -106.2% | +79.2% |
| 5Y | +89.5% | +227.4% | -137.9% | +54.5% |
| 10Y | +424.9% | +757.8% | -332.9% | +255.6% |
| All | +848.6% | +5,208.0% | -4,359.4% | +322.0% |
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 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