+117.0%
AXP vs TRGP
+621.9%
-504.9%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.7% |
| 7D | -2.1% | +0.8% | -2.9% | -2.4% |
| 30D | -6.5% | +11.5% | -18.1% | -10.7% |
| 3M | +4.6% | +9.0% | -4.3% | +0.3% |
| 6M | +5.4% | +20.5% | -15.1% | -3.6% |
| YTD | -11.1% | +59.5% | -70.6% | -28.3% |
| 1Y | -0.3% | +77.9% | -78.2% | -23.8% |
| 3Y | +111.6% | +253.6% | -142.0% | +19.4% |
| All | +117.0% | +621.9% | -504.9% | -16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling