+1,512.0%
FIX vs ONON
+6.0%
+1,506.0%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +0.5% | +9.0% | +9.3% |
| 7D | -7.2% | +5.7% | -12.9% | -8.4% |
| 30D | -35.1% | +7.0% | -42.1% | -36.2% |
| 3M | -34.3% | -0.1% | -34.2% | -35.0% |
| 6M | -42.9% | +6.5% | -49.4% | -44.8% |
| YTD | +19.5% | -19.3% | +38.7% | +22.3% |
| 1Y | +16.8% | +7.2% | +9.5% | +11.8% |
| 3Y | +506.7% | +39.1% | +467.6% | +453.1% |
| 5Y | +1,046.7% | -0.8% | +1,047.5% | +904.4% |
| All | +1,512.0% | +6.0% | +1,506.0% | +1,312.1% |
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