-11.1%
AXP vs GRMN
+44.3%
-55.4%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | -0.1% | -0.9% | +0.8% | +0.1% |
| 30D | +4.4% | +1.2% | +3.3% | +4.1% |
| 3M | -6.4% | -8.9% | +2.5% | -4.7% |
| 6M | +4.2% | +23.0% | -18.8% | -2.4% |
| YTD | -12.4% | +41.2% | -53.6% | -23.2% |
| 1Y | -11.1% | +47.5% | -58.6% | -25.8% |
| All | -11.1% | +44.3% | -55.4% | -25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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