+6,610.0%
AXP vs BNY
+8,176.7%
-1,566.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BNY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.3% | -1.4% | -1.3% |
| 7D | -2.1% | +1.4% | -3.6% | -3.0% |
| 30D | -6.5% | +3.8% | -10.4% | -8.7% |
| 3M | +4.6% | +14.9% | -10.3% | -4.0% |
| 6M | +5.4% | +40.3% | -34.9% | -14.4% |
| YTD | -11.1% | +43.8% | -54.9% | -29.0% |
| 1Y | -0.3% | +58.9% | -59.2% | -25.0% |
| 3Y | +111.6% | +290.4% | -178.8% | -6.8% |
| 5Y | +117.6% | +250.1% | -132.5% | +1.4% |
| 10Y | +474.1% | +410.7% | +63.4% | +114.9% |
| All | +6,610.0% | +8,176.7% | -1,566.7% | +536.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNY.
Daily Out/Under-Performance
Portfolio return minus BNY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNY 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 BNY 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