+843.1%
AXP vs BLDR
+412.4%
+430.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -5.8% | +3.5% | -1.0% |
| 7D | +0.4% | +3.9% | -3.5% | -0.6% |
| 30D | +7.0% | +16.5% | -9.5% | +3.0% |
| 3M | -6.6% | -13.7% | +7.1% | -4.3% |
| 6M | +3.5% | -12.2% | +15.6% | +4.7% |
| YTD | -11.2% | -36.3% | +25.2% | -4.3% |
| 1Y | -10.2% | -41.3% | +31.1% | -1.6% |
| 3Y | +120.0% | -48.3% | +168.4% | +139.8% |
| 5Y | +95.6% | -2.6% | +98.2% | +80.4% |
| 10Y | +468.1% | +616.6% | -148.5% | +227.3% |
| All | +843.1% | +412.4% | +430.8% | +245.9% |
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