+776.8%
AXP vs EQIX
+239.1%
+537.7%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.5% | -2.8% | -1.5% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | +5.8% | -1.8% | +7.7% | +6.0% |
| 3M | -6.0% | -3.4% | -2.7% | -5.7% |
| 6M | +0.3% | -6.0% | +6.3% | +0.9% |
| YTD | -12.3% | +34.2% | -46.5% | -16.5% |
| 1Y | -11.2% | +26.2% | -37.5% | -14.8% |
| 3Y | +117.0% | +41.7% | +75.4% | +104.2% |
| 5Y | +93.2% | +43.1% | +50.1% | +80.6% |
| 10Y | +461.2% | +260.8% | +200.4% | +358.0% |
| All | +776.8% | +239.1% | +537.7% | +429.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling