+8.7%
AXP vs GLXY
-38.8%
+47.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GLXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -5.3% | +6.1% | +1.1% |
| 7D | -0.1% | +5.3% | -5.4% | -0.5% |
| 30D | +4.4% | -19.8% | +24.2% | +5.3% |
| 3M | -6.4% | -31.4% | +24.9% | -5.1% |
| 6M | +4.2% | -53.3% | +57.5% | +7.7% |
| YTD | -12.4% | -35.7% | +23.3% | -12.6% |
| 1Y | -11.1% | -47.2% | +36.1% | -10.3% |
| All | +8.7% | -38.8% | +47.5% | +6.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GLXY.
Daily Out/Under-Performance
Portfolio return minus GLXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLXY 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 GLXY 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