+69.1%
EMR vs ONON
-22.6%
+91.7%
-29.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.1% | +0.5% | +2.2% |
| 7D | -0.4% | -2.1% | +1.7% | -0.1% |
| 30D | -6.8% | -11.6% | +4.8% | -4.9% |
| 3M | +7.5% | -30.1% | +37.6% | +13.1% |
| 6M | +9.9% | -30.5% | +40.4% | +15.4% |
| YTD | +16.0% | -41.0% | +57.0% | +25.0% |
| 1Y | +12.4% | -36.7% | +49.1% | +19.4% |
| 3Y | +60.2% | -8.6% | +68.9% | +59.0% |
| All | +69.1% | -22.6% | +91.7% | +56.2% |
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