+448.7%
AXP vs BND
+16.1%
+432.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.1% | -1.1% | -1.2% |
| 7D | +0.6% | 0.0% | +0.5% | +0.6% |
| 30D | +5.8% | +2.3% | +3.6% | +4.8% |
| 3M | -6.0% | -0.2% | -5.8% | -5.9% |
| 6M | +0.3% | -1.0% | +1.3% | +0.7% |
| YTD | -12.3% | -0.4% | -11.9% | -12.1% |
| 1Y | -11.2% | -0.1% | -11.1% | -11.2% |
| 3Y | +117.0% | +15.1% | +101.9% | +104.2% |
| 5Y | +93.2% | -1.5% | +94.7% | +92.2% |
| All | +448.7% | +16.1% | +432.6% | +522.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BND.
Daily Out/Under-Performance
Portfolio return minus BND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BND 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 BND 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