+136.5%
ADI vs ONON
-22.6%
+159.1%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +2.1% | +2.8% | +4.4% |
| 7D | +4.6% | -2.1% | +6.6% | +5.1% |
| 30D | -1.2% | -11.6% | +10.4% | +1.7% |
| 3M | -7.8% | -30.1% | +22.3% | -0.8% |
| 6M | +19.3% | -30.5% | +49.8% | +27.8% |
| YTD | +40.9% | -41.0% | +81.9% | +56.8% |
| 1Y | +54.5% | -36.7% | +91.2% | +68.2% |
| 3Y | +123.4% | -8.6% | +132.0% | +116.7% |
| All | +136.5% | -22.6% | +159.1% | +111.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling