+209.9%
ON vs GEN
+1,017.4%
-807.4%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.2% | +3.2% | +1.9% |
| 7D | +2.4% | -1.2% | +3.6% | +2.9% |
| 30D | -3.3% | +10.1% | -13.4% | -7.6% |
| 3M | -43.6% | +16.1% | -59.7% | -48.1% |
| 6M | +19.0% | +38.9% | -19.9% | -0.5% |
| YTD | +37.4% | +14.4% | +22.9% | +24.4% |
| 1Y | +54.8% | +5.9% | +48.9% | +45.1% |
| 3Y | -25.2% | +58.8% | -84.0% | -42.0% |
| 5Y | +62.7% | +24.7% | +38.1% | +37.2% |
| 10Y | +574.3% | +163.1% | +411.3% | +266.6% |
| All | +209.9% | +1,017.4% | -807.4% | -31.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling