-24.8%
GIS vs ONON
-36.0%
+11.2%
-34.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.1% | -2.4% | -0.4% |
| 7D | -6.4% | -2.1% | -4.3% | -6.3% |
| 30D | -6.1% | -11.6% | +5.5% | -5.7% |
| 3M | +7.8% | -30.1% | +37.9% | +8.5% |
| 6M | -8.8% | -30.5% | +21.7% | -8.5% |
| YTD | -19.1% | -41.0% | +21.9% | -19.7% |
| 1Y | -24.8% | -36.7% | +11.9% | -26.0% |
| All | -24.8% | -36.0% | +11.2% | -26.0% |
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 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