+115.4%
AXP vs ONON
-6.7%
+122.1%
-28.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -0.8% |
| 7D | -2.1% | -3.0% | +0.9% | -1.5% |
| 30D | -6.5% | -26.7% | +20.2% | -1.2% |
| 3M | +4.6% | -25.3% | +29.9% | +9.9% |
| 6M | +5.4% | -35.3% | +40.7% | +13.5% |
| YTD | -11.1% | -39.8% | +28.7% | -2.8% |
| 1Y | -0.3% | -39.2% | +38.9% | +8.4% |
| All | +115.4% | -6.7% | +122.1% | +112.6% |
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