+89.5%
AXP vs FWONK
+96.0%
-6.5%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.0% | -2.2% | -0.8% |
| 7D | -2.9% | +12.4% | -15.2% | -7.0% |
| 30D | +3.7% | +18.5% | -14.8% | -2.7% |
| 3M | -4.9% | +8.6% | -13.5% | -8.0% |
| 6M | +4.1% | +19.8% | -15.8% | -3.3% |
| YTD | -11.7% | +12.9% | -24.5% | -16.3% |
| 1Y | -11.7% | +9.0% | -20.7% | -15.2% |
| 3Y | +116.5% | +63.8% | +52.6% | +73.4% |
| 5Y | +89.5% | +95.1% | -5.6% | +33.3% |
| All | +89.5% | +96.0% | -6.5% | +33.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling