+199.5%
AXP vs ONTO
+449.2%
-249.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.0% | -10.9% | -2.0% |
| 7D | -1.1% | +1.4% | -2.5% | -2.4% |
| 30D | +5.2% | -34.1% | +39.4% | +15.3% |
| 3M | -4.6% | -37.1% | +32.5% | +4.3% |
| 6M | +3.2% | -31.8% | +35.1% | +6.2% |
| YTD | -11.3% | +22.9% | -34.3% | -25.7% |
| 1Y | -11.0% | +39.5% | -50.5% | -28.7% |
| 3Y | +120.2% | +57.7% | +62.5% | +44.5% |
| 5Y | +91.7% | +115.8% | -24.1% | -0.4% |
| All | +199.5% | +449.2% | -249.8% | -28.0% |
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