+89.5%
AXP vs GRMN
+126.9%
-37.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.8% | -1.9% | -0.8% |
| 7D | -2.9% | +1.7% | -4.5% | -3.5% |
| 30D | +3.7% | +10.2% | -6.5% | -0.3% |
| 3M | -4.9% | -4.7% | -0.2% | -3.5% |
| 6M | +4.1% | +22.3% | -18.2% | -5.4% |
| YTD | -11.7% | +46.7% | -58.3% | -26.3% |
| 1Y | -11.7% | +49.6% | -61.4% | -27.0% |
| 3Y | +116.5% | +165.3% | -48.8% | +29.7% |
| 5Y | +89.5% | +130.3% | -40.8% | +23.2% |
| All | +89.5% | +126.9% | -37.4% | +23.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling