+455.5%
AXP vs BIL
+25.2%
+430.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +0.4% | -0.3% | +0.7% | -0.4% |
| 30D | +7.0% | 0.0% | +7.1% | +6.7% |
| 3M | -6.6% | +0.3% | -6.9% | -5.8% |
| 6M | +3.5% | +1.2% | +2.3% | +7.0% |
| YTD | -11.2% | +2.4% | -13.6% | -5.3% |
| 1Y | -10.2% | +3.0% | -13.2% | -3.0% |
| 3Y | +120.0% | +13.1% | +106.9% | +174.3% |
| 5Y | +95.6% | +19.4% | +76.2% | +159.2% |
| All | +455.5% | +25.2% | +430.3% | +556.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BIL.
Daily Out/Under-Performance
Portfolio return minus BIL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIL 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 10y: compounded portfolio wealth divided by compounded BIL 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…
10y analysis · Full analysis span regression · 6 months rolling