+403.0%
AXP vs EQT
+60.7%
+342.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.6% | -0.9% | -1.4% |
| 7D | -2.1% | +3.4% | -5.6% | -2.8% |
| 30D | +2.7% | -3.5% | +6.2% | +3.2% |
| 3M | -7.3% | -2.8% | -4.4% | -7.0% |
| 6M | +1.8% | -5.5% | +7.3% | +2.4% |
| YTD | -13.1% | -1.1% | -11.9% | -13.7% |
| 1Y | -13.7% | -12.9% | -0.8% | -12.4% |
| 3Y | +113.1% | +39.5% | +73.6% | +94.8% |
| 5Y | +85.9% | +164.1% | -78.2% | +48.1% |
| All | +403.0% | +60.7% | +342.3% | +246.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EQT.
Daily Out/Under-Performance
Portfolio return minus EQT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQT 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 EQT 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