-10.9%
AXP vs GRMN
+46.6%
-57.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.2% | -1.1% | +0.6% |
| 7D | -1.1% | +6.4% | -7.5% | -2.4% |
| 30D | +5.2% | +8.7% | -3.5% | +3.2% |
| 3M | -4.6% | -5.8% | +1.2% | -3.6% |
| 6M | +3.2% | +22.5% | -19.3% | -2.7% |
| YTD | -11.3% | +45.6% | -57.0% | -22.7% |
| All | -10.9% | +46.6% | -57.5% | -22.8% |
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