-11.1%
AXP vs WU
-15.0%
+3.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | -0.1% | -2.0% | +1.9% | +0.3% |
| 30D | +4.4% | +11.4% | -7.0% | +2.1% |
| 3M | -6.4% | -6.8% | +0.4% | -5.5% |
| 6M | +4.2% | -14.6% | +18.8% | +6.8% |
| YTD | -12.4% | -20.6% | +8.3% | -8.2% |
| 1Y | -11.1% | -15.4% | +4.3% | -9.2% |
| All | -11.1% | -15.0% | +3.9% | -9.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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