+18.6%
DIA vs ONON
-37.3%
+56.0%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.3% | +0.8% | -0.4% |
| 7D | -0.2% | -3.0% | +2.8% | +0.1% |
| 30D | -1.5% | -26.7% | +25.2% | +1.2% |
| 3M | +3.8% | -25.3% | +29.1% | +6.2% |
| 6M | +10.3% | -35.3% | +45.5% | +13.7% |
| YTD | +12.1% | -39.8% | +51.9% | +16.3% |
| 1Y | +18.6% | -39.2% | +57.9% | +23.4% |
| All | +18.6% | -37.3% | +56.0% | +23.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling