+89.6%
AXP vs TRI
+5.0%
+84.6%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.7% | +3.5% | -0.1% |
| 7D | +0.6% | -4.8% | +5.4% | +1.6% |
| 30D | +5.8% | +13.4% | -7.6% | +2.2% |
| 3M | -6.0% | +13.1% | -19.2% | -9.7% |
| 6M | +0.3% | +24.4% | -24.1% | -7.6% |
| YTD | -12.3% | -11.4% | -0.8% | -8.5% |
| 1Y | -11.2% | -15.6% | +4.3% | -5.4% |
| 3Y | +117.0% | -6.5% | +123.5% | +104.3% |
| All | +89.6% | +5.0% | +84.6% | +59.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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