+28.0%
NU vs AXP
+103.1%
-75.1%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +0.8% | +11.0% | +11.2% |
| 7D | +9.9% | -0.1% | +10.0% | +10.1% |
| 30D | -11.5% | +4.4% | -15.9% | -14.4% |
| 3M | -5.1% | -6.4% | +1.3% | -0.7% |
| 6M | +3.1% | +4.2% | -1.0% | -0.4% |
| YTD | -21.0% | -12.4% | -8.7% | -14.2% |
| 1Y | -15.2% | -11.1% | -4.1% | -9.0% |
| 3Y | +56.4% | +114.9% | -58.4% | -19.4% |
| All | +28.0% | +103.1% | -75.1% | -28.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling