+988.5%
ONC vs SPY
+318.9%
+669.7%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.1% |
| 7D | -5.8% | -2.0% | -3.8% | -4.1% |
| 30D | -4.9% | -1.7% | -3.2% | -3.5% |
| 3M | +29.7% | +4.7% | +24.9% | +24.2% |
| 6M | +11.9% | +12.5% | -0.6% | +0.7% |
| YTD | +12.5% | +11.7% | +0.8% | +1.8% |
| 1Y | +8.9% | +17.5% | -8.6% | -5.7% |
| 3Y | +77.4% | +76.6% | +0.9% | +3.1% |
| 5Y | -2.9% | +82.0% | -84.9% | -44.5% |
| All | +988.5% | +318.9% | +669.7% | +202.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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