-13.7%
AXP vs BEN
+64.2%
-77.9%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.0% |
| 7D | -2.1% | +11.3% | -13.5% | -7.1% |
| 30D | +2.7% | +15.0% | -12.4% | -4.2% |
| 3M | -7.3% | +7.8% | -15.1% | -10.8% |
| 6M | +1.8% | +15.5% | -13.7% | -5.9% |
| YTD | -13.1% | +55.4% | -68.5% | -32.4% |
| 1Y | -13.7% | +63.3% | -77.0% | -35.8% |
| All | -13.7% | +64.2% | -77.9% | -35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling