+2.9%
NOW vs ONON
-23.0%
+25.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -2.6% | -2.4% | -4.3% |
| 7D | -6.1% | -1.7% | -4.4% | -5.6% |
| 30D | +7.5% | -27.4% | +34.8% | +16.5% |
| 3M | +17.5% | -26.5% | +44.0% | +26.6% |
| 6M | +7.9% | -34.2% | +42.2% | +19.2% |
| YTD | -12.4% | -41.3% | +28.9% | -0.3% |
| 1Y | -28.6% | -39.7% | +11.1% | -20.0% |
| 3Y | +11.8% | -7.8% | +19.7% | +4.5% |
| All | +2.9% | -23.0% | +25.9% | -11.7% |
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