+556.1%
ON vs GEN
+156.5%
+399.6%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.1% | +3.7% | +5.1% |
| 7D | +3.3% | -0.8% | +4.2% | +3.7% |
| 30D | -3.1% | +31.2% | -34.4% | -12.4% |
| 3M | -9.2% | +6.1% | -15.3% | -12.6% |
| 6M | -31.4% | +38.1% | -69.5% | -41.3% |
| YTD | +36.0% | +14.4% | +21.6% | +23.9% |
| 1Y | +52.0% | +15.1% | +36.9% | +38.2% |
| 3Y | +9.3% | +68.5% | -59.3% | -14.9% |
| 5Y | +26.5% | +35.8% | -9.3% | +5.2% |
| 10Y | +556.1% | +155.4% | +400.7% | +272.8% |
| All | +556.1% | +156.5% | +399.6% | +272.8% |
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