+95.6%
AXP vs BN
+32.5%
+63.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -0.5% |
| 7D | +0.4% | +5.7% | -5.3% | -3.0% |
| 30D | +7.0% | +12.0% | -5.0% | -0.1% |
| 3M | -6.6% | -6.1% | -0.5% | -3.4% |
| 6M | +3.5% | -8.6% | +12.0% | +8.4% |
| YTD | -11.2% | -8.5% | -2.6% | -7.6% |
| 1Y | -10.2% | -8.4% | -1.7% | -6.7% |
| 3Y | +120.0% | +92.3% | +27.8% | +44.8% |
| 5Y | +95.6% | +31.3% | +64.2% | +62.1% |
| All | +95.6% | +32.5% | +63.1% | +62.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling