+86.1%
AXP vs ONTO
+124.4%
-38.2%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.9% | +3.7% | +1.3% |
| 7D | -0.1% | +17.5% | -17.6% | -3.0% |
| 30D | +4.4% | -15.7% | +20.1% | +6.6% |
| 3M | -6.4% | -39.7% | +33.3% | +0.6% |
| 6M | +4.2% | -26.5% | +30.6% | +4.8% |
| YTD | -12.4% | +29.0% | -41.4% | -23.4% |
| 1Y | -11.1% | +57.0% | -68.1% | -25.9% |
| 3Y | +114.9% | +50.0% | +64.9% | +63.0% |
| All | +86.1% | +124.4% | -38.2% | +8.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling