+467.1%
AXP vs EQT
+50.2%
+416.9%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.9% | -0.4% | -1.2% |
| 7D | -2.5% | -2.0% | -0.5% | -2.1% |
| 30D | -5.0% | +1.0% | -6.1% | -5.2% |
| 3M | +1.4% | +4.0% | -2.7% | +0.4% |
| 6M | +6.0% | -11.7% | +17.7% | +8.0% |
| YTD | -12.3% | +2.8% | -15.1% | -13.5% |
| 1Y | +0.3% | +10.0% | -9.7% | -2.6% |
| 3Y | +111.7% | +34.1% | +77.5% | +95.0% |
| 5Y | +114.5% | +195.3% | -80.7% | +67.0% |
| 10Y | +467.1% | +51.6% | +415.5% | +297.8% |
| All | +467.1% | +50.2% | +416.9% | +297.8% |
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