-6.7%
AXP vs GH
+80.5%
-87.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -3.7% | +5.8% | +2.6% |
| 7D | +4.6% | -7.7% | +12.3% | +5.6% |
| 30D | +9.7% | -10.0% | +19.7% | +11.1% |
| 3M | -3.8% | +5.5% | -9.3% | -5.1% |
| 6M | +4.8% | +84.9% | -80.1% | -6.4% |
| YTD | -9.1% | +65.0% | -74.1% | -17.5% |
| 1Y | -6.7% | +71.8% | -78.5% | -16.1% |
| All | -6.7% | +80.5% | -87.2% | -16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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