-11.1%
AXP vs BUD
+38.6%
-49.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.1% | -1.4% | -0.4% |
| 7D | -0.6% | +6.0% | -6.7% | -1.1% |
| 30D | +5.0% | +11.3% | -6.3% | +4.1% |
| 3M | -4.2% | +3.6% | -7.8% | -4.9% |
| 6M | +2.9% | +7.7% | -4.8% | +2.0% |
| YTD | -11.6% | +36.4% | -47.9% | -20.3% |
| 1Y | -11.1% | +37.8% | -48.9% | -21.0% |
| All | -11.1% | +38.6% | -49.7% | -21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling