-11.2%
AXP vs TRGP
+64.3%
-75.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.4% | -1.5% |
| 7D | +0.6% | -16.0% | +16.6% | -1.0% |
| 30D | +5.8% | -6.4% | +12.3% | +5.0% |
| 3M | -6.0% | -1.0% | -5.1% | -6.3% |
| 6M | +0.3% | +7.0% | -6.7% | -0.4% |
| YTD | -12.3% | +46.1% | -58.4% | -18.9% |
| 1Y | -11.2% | +58.7% | -69.9% | -20.4% |
| All | -11.2% | +64.3% | -75.5% | -20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling