-6.7%
AXP vs BBIO
+26.8%
-33.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.2% | -3.0% | +1.8% |
| 7D | +4.6% | +10.0% | -5.4% | +3.8% |
| 30D | +9.7% | +17.8% | -8.0% | +8.3% |
| 3M | -3.8% | -5.1% | +1.3% | -3.4% |
| 6M | +4.8% | +12.9% | -8.1% | +3.3% |
| YTD | -9.1% | +1.8% | -10.9% | -9.9% |
| 1Y | -6.7% | +26.9% | -33.6% | -12.5% |
| All | -6.7% | +26.8% | -33.5% | -12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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