+243.1%
INTU vs AXP
+449.9%
-206.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.2% | -2.5% | -3.2% |
| 7D | +0.1% | +0.6% | -0.5% | -0.1% |
| 30D | +15.4% | +5.8% | +9.6% | +12.3% |
| 3M | +6.6% | -6.0% | +12.6% | +10.0% |
| 6M | -11.3% | +0.3% | -11.6% | -11.7% |
| YTD | -47.7% | -12.3% | -35.5% | -44.8% |
| 1Y | -47.0% | -11.2% | -35.8% | -44.4% |
| 3Y | -29.9% | +117.0% | -147.0% | -54.8% |
| 5Y | -42.2% | +93.2% | -135.4% | -60.8% |
| All | +243.1% | +449.9% | -206.8% | +59.2% |
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