+403.0%
AXP vs BUD
-3.2%
+406.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.4% |
| 7D | -2.1% | -1.6% | -0.5% | -1.4% |
| 30D | +2.7% | +6.7% | -4.0% | -0.7% |
| 3M | -7.3% | +5.9% | -13.2% | -10.1% |
| 6M | +1.8% | +5.1% | -3.3% | -1.5% |
| YTD | -13.1% | +32.9% | -45.9% | -26.1% |
| 1Y | -13.7% | +31.8% | -45.5% | -26.4% |
| 3Y | +113.1% | +47.4% | +65.7% | +66.0% |
| 5Y | +85.9% | +50.8% | +35.1% | +40.2% |
| All | +403.0% | -3.2% | +406.2% | +281.2% |
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