+18.3%
NOW vs AXP
+110.9%
-92.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.4% |
| 7D | -2.4% | -2.1% | -0.3% | -1.3% |
| 30D | +20.5% | -6.5% | +27.1% | +24.6% |
| 3M | +18.3% | +4.6% | +13.7% | +14.7% |
| 6M | +24.1% | +5.4% | +18.6% | +20.3% |
| YTD | -7.8% | -11.1% | +3.3% | -2.9% |
| 1Y | -21.4% | -0.3% | -21.1% | -22.8% |
| All | +18.3% | +110.9% | -92.7% | -19.3% |
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 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