+465.4%
AXP vs FWONK
+340.2%
+125.2%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.1% | +1.2% |
| 7D | -0.5% | +0.1% | -0.5% | -0.5% |
| 30D | -5.6% | -7.7% | +2.1% | -2.4% |
| 3M | +2.2% | +5.7% | -3.5% | -0.5% |
| 6M | +6.7% | +13.5% | -6.7% | +0.3% |
| YTD | -11.5% | -3.0% | -8.6% | -11.5% |
| 1Y | -0.4% | -6.4% | +6.1% | +1.0% |
| 3Y | +113.0% | +43.8% | +69.2% | +75.4% |
| 5Y | +117.4% | +98.6% | +18.8% | +51.9% |
| All | +465.4% | +340.2% | +125.2% | +210.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 FWONK 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