+6,610.0%
AXP vs BEN
+4,913.3%
+1,696.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.5% | -4.6% | -3.1% |
| 7D | -2.1% | +0.2% | -2.3% | -2.3% |
| 30D | -6.5% | -0.5% | -6.0% | -6.4% |
| 3M | +4.6% | +9.7% | -5.1% | -1.0% |
| 6M | +5.4% | +33.9% | -28.5% | -11.5% |
| YTD | -11.1% | +49.0% | -60.1% | -29.7% |
| 1Y | -0.3% | +42.1% | -42.4% | -19.3% |
| 3Y | +111.6% | +51.9% | +59.7% | +59.8% |
| 5Y | +117.6% | +39.0% | +78.5% | +67.5% |
| 10Y | +474.1% | +57.9% | +416.3% | +282.2% |
| All | +6,610.0% | +4,913.3% | +1,696.7% | +1,125.6% |
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