+448.7%
AXP vs BIL
+25.2%
+423.5%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.1% |
| 7D | +0.6% | -0.3% | +0.9% | -0.2% |
| 30D | +5.8% | 0.0% | +5.8% | +5.6% |
| 3M | -6.0% | +0.3% | -6.3% | -5.2% |
| 6M | +0.3% | +1.2% | -0.9% | +3.9% |
| YTD | -12.3% | +2.5% | -14.7% | -6.4% |
| 1Y | -11.2% | +3.0% | -14.3% | -4.1% |
| 3Y | +117.0% | +13.2% | +103.9% | +170.8% |
| 5Y | +93.2% | +19.4% | +73.7% | +156.3% |
| All | +448.7% | +25.2% | +423.5% | +549.2% |
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