+193.7%
AXP vs ONTO
+493.5%
-299.8%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.5% | +0.9% | -0.9% |
| 7D | -2.1% | +34.4% | -36.5% | -9.6% |
| 30D | +2.7% | -20.4% | +23.1% | +7.1% |
| 3M | -7.3% | -37.8% | +30.6% | +2.0% |
| 6M | +1.8% | -24.6% | +26.3% | +1.9% |
| YTD | -13.1% | +32.8% | -45.9% | -28.6% |
| 1Y | -13.7% | +54.7% | -68.4% | -32.7% |
| 3Y | +113.1% | +54.7% | +58.4% | +42.7% |
| 5Y | +85.9% | +134.0% | -48.1% | -5.5% |
| All | +193.7% | +493.5% | -299.8% | -30.8% |
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