+86.1%
AXP vs BLDR
-11.9%
+98.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.9% | -0.1% | +0.6% |
| 7D | -0.1% | -3.0% | +2.9% | +0.6% |
| 30D | +4.4% | +20.1% | -15.7% | -1.1% |
| 3M | -6.4% | -17.5% | +11.1% | -2.4% |
| 6M | +4.2% | -16.1% | +20.2% | +6.8% |
| YTD | -12.4% | -41.0% | +28.7% | -2.0% |
| 1Y | -11.1% | -41.6% | +30.5% | -0.6% |
| 3Y | +114.9% | -50.8% | +165.7% | +135.7% |
| All | +86.1% | -11.9% | +98.1% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 5y: compounded portfolio wealth divided by compounded BLDR 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…
5y analysis · Full analysis span regression · 6 months rolling