+428.4%
AXP vs BUD
-4.3%
+432.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.8% |
| 7D | -0.6% | +6.0% | -6.7% | -3.4% |
| 30D | +5.0% | +11.3% | -6.3% | -0.4% |
| 3M | -4.2% | +3.6% | -7.8% | -6.2% |
| 6M | +2.9% | +7.7% | -4.8% | -1.5% |
| YTD | -11.6% | +36.4% | -47.9% | -25.7% |
| 1Y | -11.1% | +37.8% | -48.9% | -25.7% |
| 3Y | +116.7% | +51.2% | +65.5% | +67.0% |
| 5Y | +89.6% | +53.4% | +36.2% | +42.2% |
| 10Y | +428.4% | -3.2% | +431.6% | +294.3% |
| All | +428.4% | -4.3% | +432.7% | +294.3% |
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