+15,309.0%
INTU vs AXP
+7,535.7%
+7,773.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +11.9% |
| 6M | -10.1% | +3.5% | -13.6% | -11.6% |
| YTD | -45.7% | -11.2% | -34.5% | -43.4% |
| 1Y | -45.1% | -10.2% | -34.9% | -43.1% |
| 3Y | -26.9% | +120.0% | -147.0% | -48.7% |
| 5Y | -40.0% | +95.6% | -135.5% | -55.8% |
| 10Y | +265.4% | +468.1% | -202.7% | +66.7% |
| All | +15,309.0% | +7,535.7% | +7,773.3% | +2,033.5% |
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