+6,524.1%
AXP vs WY
+618.3%
+5,905.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.0% | +1.8% | +0.3% |
| 7D | +0.6% | +3.1% | -2.5% | -1.0% |
| 30D | +5.8% | +13.0% | -7.1% | -0.8% |
| 3M | -6.0% | -16.8% | +10.8% | +2.4% |
| 6M | +0.3% | -11.2% | +11.5% | +5.0% |
| YTD | -12.3% | -9.1% | -3.2% | -10.0% |
| 1Y | -11.2% | -4.8% | -6.5% | -11.2% |
| 3Y | +117.0% | -25.3% | +142.3% | +140.6% |
| 5Y | +93.2% | -33.2% | +126.3% | +125.0% |
| 10Y | +461.2% | +6.6% | +454.6% | +385.0% |
| All | +6,524.1% | +618.3% | +5,905.8% | +1,981.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling