+47.6%
ON vs FIG
-52.3%
+99.8%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +5.2% | -7.1% | -1.3% |
| 7D | -5.8% | -4.7% | -1.2% | -6.2% |
| 30D | -17.1% | +0.5% | -17.6% | -16.9% |
| 3M | -11.8% | -18.4% | +6.6% | -13.2% |
| 6M | -30.2% | +10.9% | -41.1% | -27.8% |
| YTD | +31.6% | -40.8% | +72.3% | +50.6% |
| 1Y | +47.6% | -51.7% | +99.2% | +86.5% |
| All | +47.6% | -52.3% | +99.8% | +86.5% |
Cumulative growth
Daily Returns
Daily percentage return beside FIG.
Daily Out/Under-Performance
Portfolio return minus FIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIG 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 FIG 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