+6,610.0%
AXP vs GEN
+8,838.9%
-2,228.8%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.7% |
| 7D | -2.1% | -1.2% | -0.9% | -1.9% |
| 30D | -6.5% | +10.1% | -16.7% | -8.2% |
| 3M | +4.6% | +16.1% | -11.4% | +1.7% |
| 6M | +5.4% | +38.9% | -33.4% | -1.3% |
| YTD | -11.1% | +14.4% | -25.6% | -13.9% |
| 1Y | -0.3% | +5.9% | -6.2% | -2.1% |
| 3Y | +111.6% | +58.8% | +52.8% | +92.2% |
| 5Y | +117.6% | +24.7% | +92.9% | +104.1% |
| 10Y | +474.1% | +163.1% | +311.0% | +354.8% |
| All | +6,610.0% | +8,838.9% | -2,228.8% | +2,290.0% |
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