+22.6%
ON vs FIG
-77.2%
+99.8%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.2% | +3.1% | +6.0% | +9.0% |
| 7D | -1.4% | -12.6% | +11.2% | -0.9% |
| 30D | -10.9% | -13.8% | +2.9% | -10.4% |
| 3M | -14.9% | -16.7% | +1.8% | -14.4% |
| 6M | -33.0% | -6.1% | -26.9% | -33.9% |
| YTD | +27.6% | -48.1% | +75.7% | +40.9% |
| 1Y | +44.5% | -56.2% | +100.6% | +65.5% |
| All | +22.6% | -77.2% | +99.8% | +76.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling