-13.7%
AXP vs WSM
+31.6%
-45.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.5% | +2.9% | -0.1% |
| 7D | -2.1% | -3.2% | +1.1% | -1.1% |
| 30D | +2.7% | +4.6% | -2.0% | +1.2% |
| 3M | -7.3% | +2.4% | -9.7% | -8.1% |
| 6M | +1.8% | +43.7% | -41.9% | -10.7% |
| YTD | -13.1% | +42.1% | -55.2% | -22.4% |
| 1Y | -13.7% | +32.3% | -46.0% | -20.9% |
| All | -13.7% | +31.6% | -45.3% | -20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 WSM 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