+2,771.1%
NOW vs AXP
+588.2%
+2,183.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.4% |
| 7D | -2.4% | -2.1% | -0.3% | -1.4% |
| 30D | +20.5% | -6.5% | +27.1% | +24.3% |
| 3M | +18.3% | +4.6% | +13.7% | +15.2% |
| 6M | +24.1% | +5.4% | +18.6% | +20.6% |
| YTD | -7.8% | -11.1% | +3.3% | -3.3% |
| 1Y | -21.4% | -0.3% | -21.1% | -22.3% |
| 3Y | +19.5% | +111.6% | -92.0% | -18.2% |
| 5Y | +4.1% | +117.6% | -113.5% | -30.4% |
| 10Y | +826.4% | +474.1% | +352.3% | +220.6% |
| All | +2,771.1% | +588.2% | +2,183.0% | +864.6% |
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