+411.8%
GE vs ONON
-10.9%
+422.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | 0.0% |
| 7D | +2.7% | -10.0% | +12.6% | +4.6% |
| 30D | +8.1% | -5.3% | +13.3% | +9.0% |
| 3M | -7.9% | +6.5% | -14.3% | -9.1% |
| 6M | +12.9% | -5.0% | +17.9% | +12.6% |
| YTD | +8.2% | -27.6% | +35.8% | +12.9% |
| 1Y | +9.7% | -20.7% | +30.4% | +12.4% |
| 3Y | +266.1% | +26.6% | +239.5% | +234.2% |
| All | +411.8% | -10.9% | +422.7% | +337.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling