+866.9%
AXP vs GRMN
+6,655.2%
-5,788.3%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.1% | -1.1% | -1.1% |
| 7D | -2.1% | -2.9% | +0.7% | -1.1% |
| 30D | -6.5% | -8.4% | +1.9% | -3.7% |
| 3M | +4.6% | +15.0% | -10.4% | -1.3% |
| 6M | +5.4% | +11.2% | -5.8% | +0.4% |
| YTD | -11.1% | +37.7% | -48.8% | -21.8% |
| 1Y | -0.3% | +18.5% | -18.8% | -7.9% |
| 3Y | +111.6% | +175.8% | -64.2% | +41.2% |
| 5Y | +117.6% | +75.1% | +42.5% | +69.0% |
| 10Y | +474.1% | +637.0% | -162.9% | +178.6% |
| All | +866.9% | +6,655.2% | -5,788.3% | +117.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling