+981.3%
AXP vs GPN
+2,762.0%
-1,780.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.5% | -3.8% | -2.4% |
| 7D | +0.6% | +0.6% | 0.0% | +0.3% |
| 30D | +5.8% | +20.1% | -14.3% | -3.6% |
| 3M | -6.0% | +11.4% | -17.4% | -11.7% |
| 6M | +0.3% | +40.8% | -40.5% | -16.5% |
| YTD | -12.3% | +27.1% | -39.4% | -24.4% |
| 1Y | -11.2% | +29.2% | -40.4% | -24.2% |
| 3Y | +117.0% | -9.4% | +126.4% | +111.8% |
| 5Y | +93.2% | -25.1% | +118.3% | +100.7% |
| 10Y | +461.2% | +46.1% | +415.1% | +341.9% |
| All | +981.3% | +2,762.0% | -1,780.7% | +226.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling