-11.1%
AXP vs WTW
+4.1%
-15.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.6% |
| 7D | -0.6% | +1.6% | -2.2% | -0.9% |
| 30D | +5.0% | +12.4% | -7.4% | +2.6% |
| 3M | -4.2% | -2.6% | -1.6% | -4.0% |
| 6M | +2.9% | +30.8% | -27.8% | -2.1% |
| YTD | -11.6% | +2.3% | -13.9% | -12.3% |
| 1Y | -11.1% | +4.9% | -15.9% | -13.0% |
| All | -11.1% | +4.1% | -15.2% | -13.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 WTW 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