+448.7%
AXP vs BEN
+62.2%
+386.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.7% | -5.9% | -3.8% |
| 7D | +0.6% | +6.6% | -6.0% | -3.1% |
| 30D | +5.8% | +3.8% | +2.0% | +3.4% |
| 3M | -6.0% | +0.2% | -6.2% | -6.5% |
| 6M | +0.3% | +10.4% | -10.2% | -5.8% |
| YTD | -12.3% | +46.2% | -58.4% | -30.0% |
| 1Y | -11.2% | +52.3% | -63.5% | -30.9% |
| 3Y | +117.0% | +65.9% | +51.1% | +55.2% |
| 5Y | +93.2% | +20.6% | +72.6% | +62.0% |
| All | +448.7% | +62.2% | +386.5% | +233.2% |
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