+291.5%
C vs ON
+596.1%
-304.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.9% |
| 7D | +0.3% | -4.7% | +5.0% | +1.7% |
| 30D | +2.0% | -13.5% | +15.5% | +6.5% |
| 3M | +4.4% | -36.3% | +40.7% | +16.7% |
| 6M | +28.3% | +17.8% | +10.6% | +15.0% |
| YTD | +20.5% | +29.6% | -9.1% | +3.8% |
| 1Y | +45.5% | +45.8% | -0.2% | +19.4% |
| 3Y | +274.0% | -28.3% | +302.4% | +257.3% |
| 5Y | +136.1% | +49.6% | +86.5% | +53.3% |
| All | +291.5% | +596.1% | -304.6% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ON.
Daily Out/Under-Performance
Portfolio return minus ON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ON 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded ON 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling