+6,763.5%
AXP vs GEN
+8,908.8%
-2,145.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.0% | -1.8% | +1.5% |
| 7D | +4.6% | +26.9% | -22.3% | +0.1% |
| 30D | +9.7% | +38.6% | -28.9% | +3.3% |
| 3M | -3.8% | +9.7% | -13.5% | -6.0% |
| 6M | +4.8% | +58.9% | -54.1% | -4.6% |
| YTD | -9.1% | +15.3% | -24.4% | -12.6% |
| 1Y | -6.7% | +21.8% | -28.5% | -11.2% |
| 3Y | +125.2% | +85.8% | +39.4% | +98.0% |
| 5Y | +105.0% | +37.4% | +67.6% | +88.1% |
| 10Y | +481.5% | +174.0% | +307.4% | +355.2% |
| All | +6,763.5% | +8,908.8% | -2,145.4% | +2,327.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling