+440.3%
AXP vs BEN
+70.4%
+369.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.3% | -5.3% | -2.5% |
| 7D | -1.1% | +12.2% | -13.3% | -7.6% |
| 30D | +5.2% | +12.1% | -6.9% | -1.6% |
| 3M | -4.6% | +7.3% | -11.9% | -8.7% |
| 6M | +3.2% | +17.9% | -14.7% | -6.7% |
| YTD | -11.3% | +55.4% | -66.8% | -31.9% |
| 1Y | -11.0% | +69.3% | -80.3% | -35.0% |
| 3Y | +120.2% | +82.8% | +37.3% | +48.2% |
| 5Y | +91.7% | +28.8% | +62.9% | +54.5% |
| 10Y | +440.3% | +53.9% | +386.5% | +218.7% |
| All | +440.3% | +70.4% | +369.9% | +218.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling