+86.1%
AXP vs AG
0.0%
+86.1%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.4% | +3.2% | +1.0% |
| 7D | -0.1% | -10.0% | +9.8% | +0.7% |
| 30D | +4.4% | -10.5% | +14.9% | +5.2% |
| 3M | -6.4% | -27.3% | +20.8% | -4.4% |
| 6M | +4.2% | -43.0% | +47.1% | +7.8% |
| YTD | -12.4% | -17.9% | +5.5% | -12.8% |
| 1Y | -11.1% | +11.9% | -23.0% | -14.0% |
| 3Y | +114.9% | +201.8% | -86.9% | +80.3% |
| All | +86.1% | 0.0% | +86.1% | +95.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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