+120.2%
AXP vs IBN
+56.2%
+64.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.6% | +0.5% |
| 7D | -1.1% | +14.6% | -15.7% | -5.6% |
| 30D | +5.2% | +23.5% | -18.3% | -2.0% |
| 3M | -4.6% | +14.0% | -18.6% | -8.8% |
| 6M | +3.2% | +31.1% | -27.9% | -5.7% |
| YTD | -11.3% | +16.6% | -27.9% | -16.2% |
| 1Y | -11.0% | +14.9% | -25.9% | -15.6% |
| 3Y | +120.2% | +56.9% | +63.3% | +101.2% |
| All | +120.2% | +56.2% | +64.0% | +101.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling