+106,206.6%
MU vs AXP
+6,658.5%
+99,548.2%
-98.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -1.1% | +7.2% | +6.7% |
| 7D | +9.0% | -2.1% | +11.1% | +10.3% |
| 30D | +13.8% | -6.5% | +20.4% | +18.0% |
| 3M | +2.1% | +4.6% | -2.6% | -0.9% |
| 6M | +153.8% | +5.4% | +148.4% | +143.6% |
| YTD | +256.4% | -11.1% | +267.5% | +273.6% |
| 1Y | +719.8% | -0.3% | +720.1% | +700.0% |
| 3Y | +1,360.4% | +111.6% | +1,248.8% | +838.3% |
| 5Y | +1,312.4% | +117.6% | +1,194.8% | +777.6% |
| 10Y | +6,142.6% | +474.1% | +5,668.5% | +2,085.4% |
| All | +106,206.6% | +6,658.5% | +99,548.2% | +10,975.7% |
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 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