+843.7%
AXP vs BLDR
+414.6%
+429.0%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.5% | -3.6% | -1.7% |
| 7D | -2.1% | -2.8% | +0.7% | -1.5% |
| 30D | -6.5% | -13.3% | +6.7% | -3.8% |
| 3M | +4.6% | -12.3% | +16.9% | +6.8% |
| 6M | +5.4% | -31.5% | +36.9% | +13.0% |
| YTD | -11.1% | -36.1% | +24.9% | -3.8% |
| 1Y | -0.3% | -54.1% | +53.8% | +15.5% |
| 3Y | +111.6% | -55.8% | +167.3% | +139.0% |
| 5Y | +117.6% | +20.7% | +96.8% | +92.5% |
| 10Y | +474.1% | +390.2% | +83.9% | +256.4% |
| All | +843.7% | +414.6% | +429.0% | +247.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling