+440.3%
AXP vs BTI
+114.6%
+325.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.5% |
| 7D | -1.1% | -2.9% | +1.8% | 0.0% |
| 30D | +5.2% | +8.3% | -3.0% | +2.0% |
| 3M | -4.6% | +2.9% | -7.5% | -5.9% |
| 6M | +3.2% | +6.2% | -3.0% | -0.2% |
| YTD | -11.3% | +10.9% | -22.3% | -16.4% |
| 1Y | -11.0% | +16.6% | -27.6% | -17.9% |
| 3Y | +120.2% | +142.2% | -22.1% | +42.4% |
| 5Y | +91.7% | +151.3% | -59.6% | +20.7% |
| 10Y | +440.3% | +113.9% | +326.4% | +245.7% |
| All | +440.3% | +114.6% | +325.8% | +245.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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