-49.7%
INTU vs AXP
+1.4%
-51.1%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -3.0% |
| 7D | -7.1% | -2.1% | -5.0% | -6.4% |
| 30D | +1.5% | -6.5% | +8.0% | +3.7% |
| 3M | +10.7% | +4.6% | +6.0% | +8.6% |
| 6M | -23.8% | +5.4% | -29.3% | -25.4% |
| YTD | -49.3% | -11.1% | -38.2% | -46.7% |
| 1Y | -49.7% | -0.3% | -49.4% | -49.7% |
| All | -49.7% | +1.4% | -51.1% | -49.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling