+114.9%
AXP vs ONON
+24.8%
+90.0%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.5% |
| 7D | -0.1% | -10.0% | +9.9% | +1.9% |
| 30D | +4.4% | -5.3% | +9.7% | +5.4% |
| 3M | -6.4% | +6.5% | -12.9% | -7.8% |
| 6M | +4.2% | -5.0% | +9.1% | +3.8% |
| YTD | -12.4% | -27.6% | +15.3% | -7.8% |
| 1Y | -11.1% | -20.7% | +9.6% | -8.3% |
| 3Y | +114.9% | +26.6% | +88.2% | +109.4% |
| All | +114.9% | +24.8% | +90.0% | +109.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 3y: compounded portfolio wealth divided by compounded ONON 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…
3y analysis · Full analysis span regression · 6 months rolling