+1.3%
AXP vs BTG
+29.7%
-28.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.8% | +0.1% |
| 7D | +0.6% | +4.8% | -4.2% | +0.4% |
| 30D | -4.3% | +8.3% | -12.7% | -4.6% |
| 3M | +4.7% | +32.3% | -27.6% | +3.6% |
| 6M | +9.0% | +3.0% | +6.0% | +7.7% |
| YTD | -11.1% | +21.9% | -33.1% | -11.6% |
| 1Y | +1.3% | +28.2% | -26.9% | -5.8% |
| All | +1.3% | +29.7% | -28.4% | -5.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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