-38.7%
NOW vs AXP
-6.4%
-32.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.9% |
| 7D | -27.5% | +4.6% | -32.1% | -28.6% |
| 30D | -20.0% | +9.7% | -29.8% | -22.6% |
| 3M | -7.9% | -3.8% | -4.1% | -6.6% |
| 6M | +18.3% | +4.8% | +13.5% | +15.2% |
| YTD | -29.0% | -9.1% | -19.9% | -28.9% |
| 1Y | -38.7% | -6.7% | -32.0% | -39.3% |
| All | -38.7% | -6.4% | -32.3% | -39.3% |
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