-11.2%
AXP vs BIL
+3.0%
-14.3%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.3% | -1.0% |
| 7D | +0.6% | -0.3% | +0.9% | -0.7% |
| 30D | +5.8% | 0.0% | +5.8% | +4.7% |
| 3M | -6.0% | +0.3% | -6.3% | -1.7% |
| 6M | +0.3% | +1.2% | -0.9% | +19.5% |
| YTD | -12.3% | +2.5% | -14.7% | +7.9% |
| 1Y | -11.2% | +3.0% | -14.3% | +11.5% |
| All | -11.2% | +3.0% | -14.3% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling