+440.3%
AXP vs EQIX
+268.4%
+171.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.1% | -3.1% | -0.4% |
| 7D | -1.1% | +6.1% | -7.2% | -3.2% |
| 30D | +5.2% | +2.8% | +2.5% | +4.0% |
| 3M | -4.6% | +1.6% | -6.2% | -5.6% |
| 6M | +3.2% | -0.7% | +3.9% | +2.6% |
| YTD | -11.3% | +39.7% | -51.1% | -23.0% |
| 1Y | -11.0% | +30.6% | -41.6% | -20.7% |
| 3Y | +120.2% | +48.4% | +71.7% | +84.3% |
| 5Y | +91.7% | +46.0% | +45.7% | +57.5% |
| 10Y | +440.3% | +267.7% | +172.7% | +237.4% |
| All | +440.3% | +268.4% | +171.9% | +237.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQIX.
Daily Out/Under-Performance
Portfolio return minus EQIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQIX 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 10y: compounded portfolio wealth divided by compounded EQIX 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…
10y analysis · Full analysis span regression · 6 months rolling