+198.7%
B vs ONON
-6.6%
+205.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.2% |
| 7D | +2.3% | -1.7% | +4.0% | +2.5% |
| 30D | +1.4% | -27.4% | +28.7% | +4.7% |
| 3M | +12.2% | -26.5% | +38.7% | +15.5% |
| 6M | -2.1% | -34.2% | +32.1% | +1.6% |
| YTD | +2.9% | -41.3% | +44.3% | +7.9% |
| 1Y | +55.3% | -39.7% | +95.0% | +61.8% |
| 3Y | +198.7% | -7.8% | +206.5% | +195.9% |
| All | +198.7% | -6.6% | +205.3% | +195.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling