+45.3%
MO vs ONON
+8.5%
+36.8%
-14.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +5.8% | -4.4% | +1.5% |
| 7D | +6.9% | +20.9% | -14.0% | +7.3% |
| 30D | +14.9% | +21.1% | -6.2% | +15.4% |
| 3M | +16.4% | +2.7% | +13.7% | +16.3% |
| 6M | +9.6% | +12.6% | -3.0% | +10.4% |
| YTD | +41.8% | -16.9% | +58.8% | +39.6% |
| 1Y | +45.3% | +6.7% | +38.6% | +43.3% |
| All | +45.3% | +8.5% | +36.8% | +43.3% |
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