-10.9%
AXP vs WY
-4.7%
-6.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -1.1% | -0.8% | -0.4% | -1.0% |
| 30D | +5.2% | +10.6% | -5.4% | +3.3% |
| 3M | -4.6% | -16.6% | +12.1% | -1.5% |
| 6M | +3.2% | -8.6% | +11.8% | +4.4% |
| YTD | -11.3% | -8.4% | -2.9% | -10.9% |
| All | -10.9% | -4.7% | -6.2% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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