+113.2%
AXP vs TRGP
+273.0%
-159.8%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.5% | -3.1% | -2.0% |
| 7D | -2.1% | +9.0% | -11.1% | -4.6% |
| 30D | +2.7% | +1.5% | +1.1% | +1.7% |
| 3M | -7.3% | +10.7% | -18.0% | -11.0% |
| 6M | +1.8% | +17.1% | -15.4% | -5.2% |
| YTD | -13.1% | +63.6% | -76.7% | -30.5% |
| 1Y | -13.7% | +77.0% | -90.7% | -33.6% |
| All | +113.2% | +273.0% | -159.8% | +25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling