+448.7%
FIX vs ONON
+32.5%
+416.2%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.5% | +5.9% | +5.6% |
| 7D | -17.5% | +10.6% | -28.1% | -19.9% |
| 30D | -41.6% | +12.5% | -54.0% | -43.6% |
| 3M | -40.6% | +0.1% | -40.6% | -41.4% |
| 6M | -49.4% | +3.6% | -53.0% | -51.2% |
| YTD | +9.2% | -19.6% | +28.8% | +13.0% |
| 1Y | +6.5% | +5.2% | +1.2% | +0.2% |
| 3Y | +448.7% | +33.1% | +415.6% | +404.9% |
| All | +448.7% | +32.5% | +416.2% | +404.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling