-11.7%
AXP vs BTDR
-59.5%
+47.8%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +9.7% | -9.8% | -0.6% |
| 7D | -2.9% | +7.7% | -10.5% | -3.3% |
| 30D | +3.7% | -24.1% | +27.8% | +4.9% |
| 3M | -4.9% | -19.1% | +14.2% | -4.6% |
| 6M | +4.1% | -46.6% | +50.7% | +5.5% |
| YTD | -11.7% | -37.3% | +25.6% | -12.2% |
| 1Y | -11.7% | -53.2% | +41.5% | -10.8% |
| All | -11.7% | -59.5% | +47.8% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTDR.
Daily Out/Under-Performance
Portfolio return minus BTDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTDR 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 1y: compounded portfolio wealth divided by compounded BTDR 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…
1y analysis · Full analysis span regression · 6 months rolling