+19.3%
MA vs AXP
-8.6%
+27.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -1.5% |
| 7D | +3.2% | +0.4% | +2.8% | +3.1% |
| 30D | +15.9% | +7.0% | +8.9% | +12.8% |
| 3M | +15.2% | -6.6% | +21.7% | +18.2% |
| 6M | +32.4% | +3.5% | +28.9% | +30.0% |
| YTD | +15.6% | -11.2% | +26.8% | +21.1% |
| 1Y | +19.3% | -10.2% | +29.5% | +24.3% |
| All | +19.3% | -8.6% | +27.9% | +24.3% |
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