+17,197.6%
ETN vs AXP
+6,623.2%
+10,574.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.2% | -1.3% |
| 7D | -9.6% | -0.6% | -8.9% | -9.4% |
| 30D | -17.6% | +5.0% | -22.5% | -19.2% |
| 3M | -20.4% | -4.2% | -16.1% | -19.3% |
| 6M | -11.6% | +2.9% | -14.5% | -13.1% |
| YTD | +12.1% | -11.6% | +23.7% | +16.3% |
| 1Y | -5.9% | -11.1% | +5.2% | -2.6% |
| 3Y | +65.1% | +116.7% | -51.6% | +20.3% |
| 5Y | +121.7% | +89.6% | +32.1% | +67.2% |
| 10Y | +529.5% | +428.4% | +101.1% | +220.9% |
| All | +17,197.6% | +6,623.2% | +10,574.4% | +4,415.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AXP.
Daily Out/Under-Performance
Portfolio return minus AXP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AXP 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 AXP 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