+116.7%
AXP vs BITO
+64.4%
+52.3%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BITO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | 0.0% |
| 7D | -0.6% | -5.6% | +5.0% | +0.3% |
| 30D | +5.0% | -11.0% | +16.0% | +6.9% |
| 3M | -4.2% | +13.6% | -17.8% | -6.5% |
| 6M | +2.9% | -10.1% | +13.0% | +4.2% |
| YTD | -11.6% | -18.6% | +7.0% | -9.7% |
| 1Y | -11.1% | -33.1% | +22.0% | -6.4% |
| 3Y | +116.7% | +63.0% | +53.8% | +100.4% |
| All | +116.7% | +64.4% | +52.3% | +100.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BITO.
Daily Out/Under-Performance
Portfolio return minus BITO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BITO 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 3y: compounded portfolio wealth divided by compounded BITO 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…
3y analysis · Full analysis span regression · 6 months rolling