+45.4%
ON vs GEN
+2.7%
+42.7%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.7% | -1.7% | -4.5% |
| 7D | -2.2% | -0.7% | -1.5% | -2.2% |
| 30D | -12.4% | +2.6% | -15.1% | -12.2% |
| 3M | -41.2% | +15.8% | -57.0% | -39.9% |
| 6M | +25.0% | +33.1% | -8.1% | +23.6% |
| YTD | +31.3% | +11.3% | +20.0% | +40.3% |
| 1Y | +45.4% | +1.7% | +43.8% | +69.2% |
| All | +45.4% | +2.7% | +42.7% | +69.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling