+114.9%
AXP vs EQIX
+47.7%
+67.2%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +1.3% |
| 7D | -0.1% | +4.1% | -4.2% | -1.2% |
| 30D | +4.4% | +5.8% | -1.4% | +2.8% |
| 3M | -6.4% | -1.4% | -5.0% | -6.3% |
| 6M | +4.2% | -1.2% | +5.4% | +3.9% |
| YTD | -12.4% | +39.6% | -52.0% | -23.2% |
| 1Y | -11.1% | +36.8% | -48.0% | -21.5% |
| 3Y | +114.9% | +47.3% | +67.6% | +83.4% |
| All | +114.9% | +47.7% | +67.2% | +83.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling