+196.4%
AXP vs ONTO
+390.5%
-194.1%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.1% | -12.3% | -4.0% |
| 7D | +0.6% | -14.0% | +14.6% | +3.7% |
| 30D | +5.8% | -43.1% | +48.9% | +20.5% |
| 3M | -6.0% | -35.5% | +29.5% | +1.6% |
| 6M | +0.3% | -41.1% | +41.4% | +7.3% |
| YTD | -12.3% | +9.8% | -22.0% | -24.2% |
| 1Y | -11.2% | +31.5% | -42.8% | -28.0% |
| 3Y | +117.0% | +45.2% | +71.9% | +45.0% |
| 5Y | +93.2% | +86.7% | +6.5% | +5.0% |
| All | +196.4% | +390.5% | -194.1% | -26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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