-71.3%
SNDQ vs AXP
+3.1%
-74.4%
-91.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -27.1% | -0.1% | -27.0% | -27.1% |
| 7D | -9.0% | -2.9% | -6.1% | -8.8% |
| 30D | +57.3% | +3.7% | +53.6% | +53.3% |
| 3M | -17.3% | -4.9% | -12.4% | -18.1% |
| 6M | -71.3% | +4.1% | -75.4% | -72.2% |
| All | -71.3% | +3.1% | -74.4% | -72.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling