+403.0%
AXP vs BN
+297.2%
+105.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.6% | -0.9% |
| 7D | -2.1% | -0.3% | -1.8% | -2.0% |
| 30D | +2.7% | +13.6% | -10.9% | -6.4% |
| 3M | -7.3% | -6.7% | -0.6% | -3.2% |
| 6M | +1.8% | -9.0% | +10.8% | +7.7% |
| YTD | -13.1% | -8.8% | -4.3% | -9.0% |
| 1Y | -13.7% | -10.6% | -3.1% | -8.6% |
| 3Y | +113.1% | +98.8% | +14.3% | +21.8% |
| 5Y | +85.9% | +33.6% | +52.3% | +39.2% |
| All | +403.0% | +297.2% | +105.8% | +89.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling