+119.7%
AXP vs BEN
+56.2%
+63.6%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | +0.1% |
| 7D | +0.4% | -0.4% | +0.8% | +0.5% |
| 30D | +7.0% | -0.7% | +7.7% | +7.3% |
| 3M | -6.6% | -6.8% | +0.2% | -3.6% |
| 6M | +3.5% | +7.9% | -4.4% | -0.8% |
| YTD | -11.2% | +39.6% | -50.7% | -25.2% |
| 1Y | -10.2% | +48.5% | -58.7% | -26.8% |
| All | +119.7% | +56.2% | +63.6% | +65.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling