+795.0%
AXP vs TRGP
+2,035.2%
-1,240.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.7% | +1.4% | -0.5% |
| 7D | +0.6% | -16.0% | +16.6% | +5.1% |
| 30D | +5.8% | -6.4% | +12.3% | +7.3% |
| 3M | -6.0% | -1.0% | -5.1% | -6.4% |
| 6M | +0.3% | +7.0% | -6.7% | -2.7% |
| YTD | -12.3% | +46.1% | -58.4% | -22.1% |
| 1Y | -11.2% | +58.7% | -69.9% | -23.1% |
| 3Y | +117.0% | +221.9% | -104.9% | +54.9% |
| 5Y | +93.2% | +419.9% | -326.7% | +20.3% |
| 10Y | +461.2% | +769.8% | -308.6% | +152.9% |
| All | +795.0% | +2,035.2% | -1,240.2% | +166.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling