+86.1%
AXP vs BEN
+28.2%
+57.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.6% |
| 7D | -0.1% | +6.8% | -6.9% | -3.7% |
| 30D | +4.4% | +18.0% | -13.5% | -4.7% |
| 3M | -6.4% | +7.5% | -13.9% | -10.4% |
| 6M | +4.2% | +14.7% | -10.6% | -4.0% |
| YTD | -12.4% | +56.1% | -68.5% | -32.2% |
| 1Y | -11.1% | +69.6% | -80.7% | -34.4% |
| 3Y | +114.9% | +87.7% | +27.2% | +42.9% |
| All | +86.1% | +28.2% | +57.9% | +57.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling