-6.7%
AXP vs GWW
+55.5%
-62.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GWW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +6.5% | -4.4% | +0.5% |
| 7D | +4.6% | +11.1% | -6.5% | +1.8% |
| 30D | +9.7% | +15.7% | -6.0% | +5.8% |
| 3M | -3.8% | +14.8% | -18.5% | -7.1% |
| 6M | +4.8% | +30.9% | -26.1% | -3.6% |
| YTD | -9.1% | +48.5% | -57.6% | -23.5% |
| 1Y | -6.7% | +57.1% | -63.8% | -24.9% |
| All | -6.7% | +55.5% | -62.2% | -24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GWW.
Daily Out/Under-Performance
Portfolio return minus GWW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWW 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 GWW 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