+407.0%
AXP vs BUD
-2.1%
+409.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.3% |
| 7D | -0.1% | +1.0% | -1.1% | -0.6% |
| 30D | +4.4% | +6.7% | -2.2% | +1.1% |
| 3M | -6.4% | +5.7% | -12.1% | -9.2% |
| 6M | +4.2% | +5.8% | -1.7% | +0.5% |
| YTD | -12.4% | +34.4% | -46.8% | -25.9% |
| 1Y | -11.1% | +33.3% | -44.4% | -24.5% |
| 3Y | +114.9% | +48.8% | +66.1% | +66.6% |
| 5Y | +87.4% | +52.5% | +34.9% | +40.6% |
| All | +407.0% | -2.1% | +409.1% | +282.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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