+424.9%
AXP vs EQT
+62.9%
+362.0%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.3% | -1.4% | -0.4% |
| 7D | -2.9% | +0.3% | -3.2% | -2.9% |
| 30D | +3.7% | -0.7% | +4.4% | +3.7% |
| 3M | -4.9% | -2.8% | -2.1% | -4.6% |
| 6M | +4.1% | -6.1% | +10.1% | +4.8% |
| YTD | -11.7% | -0.5% | -11.2% | -12.5% |
| 1Y | -11.7% | -12.1% | +0.4% | -10.5% |
| 3Y | +116.5% | +40.4% | +76.1% | +97.6% |
| 5Y | +89.5% | +167.8% | -78.3% | +50.5% |
| 10Y | +424.9% | +61.8% | +363.1% | +260.4% |
| All | +424.9% | +62.9% | +362.0% | +260.4% |
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