+29.3%
V vs AXP
-6.4%
+35.7%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AXP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.7% | +2.9% |
| 7D | +9.0% | +4.6% | +4.4% | +7.0% |
| 30D | +18.1% | +9.7% | +8.3% | +13.8% |
| 3M | +18.3% | -3.8% | +22.1% | +19.8% |
| 6M | +34.1% | +4.8% | +29.3% | +31.1% |
| YTD | +25.2% | -9.1% | +34.3% | +29.2% |
| 1Y | +29.3% | -6.7% | +36.0% | +32.2% |
| All | +29.3% | -6.4% | +35.7% | +32.2% |
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 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