-0.3%
AXP vs WWD
+41.9%
-42.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.1% | -2.2% | -1.3% |
| 7D | -2.1% | +1.3% | -3.4% | -2.3% |
| 30D | -6.5% | -7.2% | +0.6% | -5.4% |
| 3M | +4.6% | -3.8% | +8.5% | +4.9% |
| 6M | +5.4% | -9.9% | +15.3% | +6.6% |
| YTD | -11.1% | +14.8% | -25.9% | -14.1% |
| 1Y | -0.3% | +42.1% | -42.4% | -6.9% |
| All | -0.3% | +41.9% | -42.2% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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