-27.2%
INTU vs AXP
+120.3%
-147.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | +0.4% |
| 7D | +7.1% | +0.4% | +6.8% | +7.0% |
| 30D | +23.0% | +7.0% | +16.0% | +19.7% |
| 3M | +8.7% | -6.6% | +15.3% | +11.7% |
| 6M | -10.1% | +3.5% | -13.6% | -11.6% |
| YTD | -45.7% | -11.2% | -34.5% | -43.3% |
| 1Y | -45.1% | -10.2% | -34.9% | -43.0% |
| All | -27.2% | +120.3% | -147.5% | -47.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling