+425.5%
AXP vs EQT
+60.7%
+364.7%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.2% | -4.4% | -1.0% |
| 7D | -0.6% | -3.8% | +3.2% | +0.1% |
| 30D | +5.0% | -1.3% | +6.2% | +5.1% |
| 3M | -4.2% | -3.5% | -0.7% | -3.8% |
| 6M | +2.9% | -6.5% | +9.4% | +3.7% |
| YTD | -11.6% | -1.8% | -9.8% | -12.2% |
| 1Y | -11.1% | -10.7% | -0.4% | -10.1% |
| 3Y | +116.7% | +38.5% | +78.2% | +98.3% |
| 5Y | +89.6% | +185.2% | -95.6% | +48.9% |
| All | +425.5% | +60.7% | +364.7% | +261.7% |
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