+6,610.0%
AXP vs EQT
+3,007.4%
+3,602.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.9% |
| 7D | -2.1% | +1.1% | -3.2% | -2.4% |
| 30D | -6.5% | +7.7% | -14.2% | -8.6% |
| 3M | +4.6% | +0.2% | +4.5% | +4.1% |
| 6M | +5.4% | -9.5% | +14.9% | +7.6% |
| YTD | -11.1% | +3.8% | -15.0% | -13.2% |
| 1Y | -0.3% | +7.8% | -8.1% | -4.1% |
| 3Y | +111.6% | +30.1% | +81.4% | +87.4% |
| 5Y | +117.6% | +188.6% | -71.0% | +42.6% |
| 10Y | +474.1% | +54.6% | +419.5% | +276.2% |
| All | +6,610.0% | +3,007.4% | +3,602.6% | +1,782.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling