+114.5%
AXP vs TPG
+98.7%
+15.7%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.3% | +3.3% | +1.4% |
| 7D | +0.6% | -2.9% | +3.5% | +1.8% |
| 30D | -4.3% | +5.0% | -9.4% | -6.8% |
| 3M | +4.7% | +24.9% | -20.2% | -6.3% |
| 6M | +9.0% | +21.1% | -12.1% | -1.6% |
| YTD | -11.1% | -17.3% | +6.1% | -4.3% |
| 1Y | +1.3% | -9.8% | +11.1% | +3.8% |
| 3Y | +114.5% | +95.4% | +19.1% | +49.0% |
| All | +114.5% | +98.7% | +15.7% | +49.0% |
Cumulative growth
Daily Returns
Daily percentage return beside TPG.
Daily Out/Under-Performance
Portfolio return minus TPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TPG 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 3y: compounded portfolio wealth divided by compounded TPG 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…
3y analysis · Full analysis span regression · 6 months rolling