+110.0%
C vs ONON
-6.6%
+116.6%
-42.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.7% | +4.6% | +0.6% |
| 7D | +4.7% | -11.9% | +16.6% | +6.8% |
| 30D | +0.2% | -6.8% | +7.0% | +1.1% |
| 3M | -9.3% | +6.6% | -16.0% | -10.6% |
| 6M | -0.8% | -2.2% | +1.4% | -1.7% |
| YTD | +8.5% | -28.9% | +37.4% | +13.0% |
| 1Y | +23.1% | -20.3% | +43.4% | +25.7% |
| 3Y | +220.8% | +22.9% | +197.8% | +200.7% |
| 5Y | +112.4% | -11.1% | +123.5% | +87.8% |
| All | +110.0% | -6.6% | +116.6% | +86.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling