+1,088.4%
ONC vs SPY
+307.0%
+781.4%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.4% | +0.5% | +0.5% |
| 7D | +2.4% | +2.6% | -0.2% | 0.0% |
| 30D | +18.5% | -2.0% | +20.5% | +20.4% |
| 3M | +17.0% | -2.8% | +19.8% | +19.7% |
| 6M | +31.6% | +2.1% | +29.4% | +28.6% |
| YTD | +37.1% | +11.5% | +25.6% | +24.1% |
| 1Y | +13.1% | +13.5% | -0.4% | +0.6% |
| 3Y | +109.5% | +77.7% | +31.8% | +20.5% |
| 5Y | +10.0% | +72.6% | -62.6% | -34.5% |
| All | +1,088.4% | +307.0% | +781.4% | +251.4% |
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