+2,111.6%
NOW vs AXP
+603.9%
+1,507.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -1.3% |
| 7D | -27.5% | +4.6% | -32.1% | -29.3% |
| 30D | -20.0% | +9.7% | -29.8% | -23.8% |
| 3M | -7.9% | -3.8% | -4.1% | -6.7% |
| 6M | +18.3% | +4.8% | +13.5% | +14.6% |
| YTD | -29.0% | -9.1% | -19.9% | -26.6% |
| 1Y | -38.7% | -6.7% | -32.0% | -37.6% |
| 3Y | -10.3% | +125.2% | -135.5% | -40.6% |
| 5Y | -22.5% | +105.0% | -127.4% | -46.9% |
| 10Y | +553.8% | +481.5% | +72.4% | +125.0% |
| All | +2,111.6% | +603.9% | +1,507.7% | +631.9% |
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