+118.0%
AXP vs GPN
-41.5%
+159.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.4% | +3.4% | +1.4% |
| 7D | +0.6% | -0.7% | +1.3% | +0.8% |
| 30D | -4.3% | +3.8% | -8.2% | -6.1% |
| 3M | +4.7% | +39.2% | -34.5% | -10.4% |
| 6M | +9.0% | +17.9% | -8.9% | -0.2% |
| YTD | -11.1% | +16.4% | -27.5% | -18.8% |
| 1Y | +1.3% | +3.6% | -2.3% | -2.6% |
| 3Y | +114.5% | -26.7% | +141.2% | +135.3% |
| 5Y | +118.0% | -44.8% | +162.8% | +154.5% |
| All | +118.0% | -41.5% | +159.5% | +154.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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