+95.6%
AXP vs BUD
+50.9%
+44.7%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -2.9% |
| 7D | +0.4% | +7.1% | -6.8% | -2.1% |
| 30D | +7.0% | +12.7% | -5.6% | +2.4% |
| 3M | -6.6% | 0.0% | -6.6% | -6.8% |
| 6M | +3.5% | +7.6% | -4.1% | +0.1% |
| YTD | -11.2% | +35.0% | -46.2% | -22.4% |
| 1Y | -10.2% | +37.6% | -47.7% | -22.2% |
| 3Y | +120.0% | +51.5% | +68.5% | +76.2% |
| 5Y | +95.6% | +50.2% | +45.3% | +48.5% |
| All | +95.6% | +50.9% | +44.7% | +48.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling