+89.6%
AXP vs BUD
+48.8%
+40.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.2% | -0.7% |
| 7D | +0.6% | +4.5% | -3.9% | -1.0% |
| 30D | +5.8% | +12.5% | -6.7% | +1.3% |
| 3M | -6.0% | 0.0% | -6.0% | -6.2% |
| 6M | +0.3% | +3.8% | -3.5% | -1.6% |
| YTD | -12.3% | +33.1% | -45.3% | -23.0% |
| 1Y | -11.2% | +35.5% | -46.8% | -22.7% |
| 3Y | +117.0% | +49.4% | +67.6% | +74.6% |
| All | +89.6% | +48.8% | +40.8% | +43.1% |
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