+448.7%
AXP vs GEN
+157.3%
+291.4%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.6% | +1.4% | -0.6% |
| 7D | +0.6% | +2.3% | -1.7% | +0.1% |
| 30D | +5.8% | +33.1% | -27.2% | -1.5% |
| 3M | -6.0% | +6.5% | -12.5% | -8.2% |
| 6M | +0.3% | +53.8% | -53.5% | -11.3% |
| YTD | -12.3% | +11.2% | -23.5% | -16.0% |
| 1Y | -11.2% | +19.4% | -30.6% | -16.6% |
| 3Y | +117.0% | +81.0% | +36.0% | +84.0% |
| 5Y | +93.2% | +33.4% | +59.7% | +72.6% |
| All | +448.7% | +157.3% | +291.4% | +316.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling