+223.4%
INTU vs AXP
+474.4%
-251.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.1% | -2.3% | -2.8% |
| 7D | -7.1% | -2.1% | -5.0% | -6.1% |
| 30D | +1.5% | -6.5% | +8.0% | +4.9% |
| 3M | +10.7% | +4.6% | +6.0% | +7.8% |
| 6M | -23.8% | +5.4% | -29.3% | -26.3% |
| YTD | -49.3% | -11.1% | -38.2% | -46.9% |
| 1Y | -49.7% | -0.3% | -49.4% | -50.3% |
| 3Y | -38.0% | +111.6% | -149.6% | -59.4% |
| 5Y | -38.7% | +117.6% | -156.3% | -60.7% |
| All | +223.4% | +474.4% | -251.0% | +44.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling