-11.1%
AXP vs GEN
+18.5%
-29.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.0% | -0.4% |
| 7D | -0.6% | +1.0% | -1.6% | -0.8% |
| 30D | +5.0% | +29.1% | -24.1% | +0.8% |
| 3M | -4.2% | +2.9% | -7.2% | -4.4% |
| 6M | +2.9% | +33.6% | -30.7% | -2.7% |
| YTD | -11.6% | +12.0% | -23.6% | -10.0% |
| 1Y | -11.1% | +16.2% | -27.2% | -11.7% |
| All | -11.1% | +18.5% | -29.5% | -11.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling