+535.7%
ON vs GEN
+151.0%
+384.7%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.5% |
| 7D | -4.1% | +1.0% | -5.1% | -4.5% |
| 30D | -10.2% | +29.1% | -39.3% | -18.4% |
| 3M | -12.7% | +2.9% | -15.7% | -15.1% |
| 6M | -32.5% | +33.6% | -66.2% | -41.6% |
| YTD | +28.6% | +12.0% | +16.5% | +17.9% |
| 1Y | +43.4% | +16.2% | +27.2% | +29.6% |
| 3Y | +3.3% | +65.1% | -61.8% | -19.0% |
| 5Y | +22.5% | +33.3% | -10.8% | +2.5% |
| 10Y | +535.7% | +149.7% | +386.0% | +265.1% |
| All | +535.7% | +151.0% | +384.7% | +265.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 10y: compounded portfolio wealth divided by compounded GEN 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…
10y analysis · Full analysis span regression · 6 months rolling