+440.3%
AXP vs TRGP
+772.2%
-331.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.4% | -2.4% | -0.1% |
| 7D | -1.1% | -7.2% | +6.0% | +1.1% |
| 30D | +5.2% | -4.2% | +9.4% | +6.2% |
| 3M | -4.6% | +7.0% | -11.5% | -7.4% |
| 6M | +3.2% | +11.2% | -8.0% | -1.8% |
| YTD | -11.3% | +51.1% | -62.5% | -24.3% |
| 1Y | -11.0% | +62.0% | -73.0% | -25.8% |
| 3Y | +120.2% | +248.2% | -128.0% | +41.6% |
| 5Y | +91.7% | +432.4% | -340.7% | +5.7% |
| 10Y | +440.3% | +739.5% | -299.2% | +100.5% |
| All | +440.3% | +772.2% | -331.9% | +100.5% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 10y: compounded portfolio wealth divided by compounded TRGP 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…
10y analysis · Full analysis span regression · 6 months rolling