-6.7%
AXP vs GNRC
+17.5%
-24.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GNRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -9.5% | +11.7% | +2.9% |
| 7D | +4.6% | -6.0% | +10.6% | +5.0% |
| 30D | +9.7% | -12.0% | +21.8% | +10.6% |
| 3M | -3.8% | -13.4% | +9.6% | -2.9% |
| 6M | +4.8% | -26.4% | +31.2% | +6.3% |
| YTD | -9.1% | +38.8% | -47.9% | -19.1% |
| 1Y | -6.7% | +20.9% | -27.6% | -13.3% |
| All | -6.7% | +17.5% | -24.2% | -13.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GNRC.
Daily Out/Under-Performance
Portfolio return minus GNRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GNRC 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 GNRC 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