+0.2%
AXP vs BBIO
+35.3%
-35.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.7% | +4.4% | 0.0% |
| 7D | -2.8% | -3.9% | +1.1% | -2.5% |
| 30D | -5.9% | -13.4% | +7.5% | -4.8% |
| 3M | +2.6% | +7.6% | -4.9% | +1.8% |
| 6M | +6.4% | -2.4% | +8.9% | +6.2% |
| YTD | -12.6% | -5.2% | -7.4% | -12.8% |
| 1Y | +0.2% | +36.9% | -36.7% | -2.7% |
| All | +0.2% | +35.3% | -35.0% | -2.7% |
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