+6,606.2%
AXP vs BEN
+4,597.0%
+2,009.2%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | +0.5% |
| 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% | -3.1% |
| 6M | +3.5% | +7.9% | -4.4% | -1.5% |
| YTD | -11.2% | +39.6% | -50.7% | -27.2% |
| 1Y | -10.2% | +48.5% | -58.7% | -29.0% |
| 3Y | +120.0% | +55.7% | +64.3% | +63.9% |
| 5Y | +95.6% | +15.1% | +80.4% | +69.1% |
| 10Y | +468.1% | +57.4% | +410.8% | +279.2% |
| All | +6,606.2% | +4,597.0% | +2,009.2% | +1,168.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling