-24.1%
NU vs AXP
-6.4%
-17.7%
-38.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +2.2% | +1.1% | +2.1% |
| 7D | +0.2% | +4.6% | -4.4% | -2.2% |
| 30D | -21.0% | +9.7% | -30.8% | -25.3% |
| 3M | -16.3% | -3.8% | -12.6% | -14.5% |
| 6M | -15.3% | +4.8% | -20.1% | -17.8% |
| YTD | -28.4% | -9.1% | -19.3% | -25.1% |
| 1Y | -24.1% | -6.7% | -17.4% | -21.8% |
| All | -24.1% | -6.4% | -17.7% | -21.8% |
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