+141.3%
MAR vs ONON
-22.6%
+163.9%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.4% | +1.3% |
| 7D | -0.5% | -2.1% | +1.5% | -0.2% |
| 30D | -5.4% | -11.6% | +6.2% | -3.3% |
| 3M | -15.5% | -30.1% | +14.6% | -10.5% |
| 6M | +3.0% | -30.5% | +33.5% | +8.7% |
| YTD | +8.5% | -41.0% | +49.6% | +17.8% |
| 1Y | +26.0% | -36.7% | +62.6% | +34.2% |
| 3Y | +68.6% | -8.6% | +77.2% | +63.8% |
| All | +141.3% | -22.6% | +163.9% | +120.7% |
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