+86.1%
AXP vs GEN
+33.3%
+52.8%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.4% | -1.6% | +0.1% |
| 7D | -0.1% | +2.0% | -2.2% | -0.7% |
| 30D | +4.4% | +27.7% | -23.3% | -3.0% |
| 3M | -6.4% | +3.3% | -9.7% | -7.9% |
| 6M | +4.2% | +31.8% | -27.7% | -5.8% |
| YTD | -12.4% | +13.5% | -25.9% | -17.1% |
| 1Y | -11.1% | +16.0% | -27.2% | -16.6% |
| 3Y | +114.9% | +70.6% | +44.3% | +76.8% |
| All | +86.1% | +33.3% | +52.8% | +56.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling