+115.4%
AXP vs WTW
+69.9%
+45.5%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.1% | +1.0% | -0.5% |
| 7D | -2.1% | -2.6% | +0.5% | -1.4% |
| 30D | -6.5% | -1.0% | -5.6% | -6.3% |
| 3M | +4.6% | +29.9% | -25.3% | -2.8% |
| 6M | +5.4% | +10.7% | -5.3% | +2.2% |
| YTD | -11.1% | +2.6% | -13.7% | -12.2% |
| 1Y | -0.3% | +2.8% | -3.1% | -1.6% |
| All | +115.4% | +69.9% | +45.5% | +98.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling