+425.5%
AXP vs BEN
+60.0%
+365.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.4% | -0.9% |
| 7D | -0.6% | +12.1% | -12.8% | -7.1% |
| 30D | +5.0% | +13.4% | -8.4% | -2.5% |
| 3M | -4.2% | +9.4% | -13.6% | -9.4% |
| 6M | +2.9% | +19.3% | -16.3% | -7.6% |
| YTD | -11.6% | +57.3% | -68.8% | -32.6% |
| 1Y | -11.1% | +69.1% | -80.2% | -35.0% |
| 3Y | +116.7% | +85.6% | +31.1% | +44.6% |
| 5Y | +89.6% | +32.9% | +56.7% | +50.1% |
| All | +425.5% | +60.0% | +365.5% | +199.0% |
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