+1,383.0%
ONC vs SPY
+372.0%
+1,011.0%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.3% | -2.3% | -2.1% |
| 7D | +11.2% | -0.9% | +12.1% | +11.8% |
| 30D | +19.9% | -2.4% | +22.2% | +22.1% |
| 3M | +16.9% | -1.2% | +18.0% | +17.9% |
| 6M | +35.2% | +3.3% | +31.9% | +30.8% |
| YTD | +38.2% | +12.3% | +25.9% | +24.2% |
| 1Y | +22.2% | +12.4% | +9.8% | +9.6% |
| 3Y | +110.9% | +78.8% | +32.1% | +20.2% |
| 5Y | +13.9% | +75.2% | -61.2% | -33.2% |
| 10Y | +1,204.3% | +311.1% | +893.2% | +240.5% |
| All | +1,383.0% | +372.0% | +1,011.0% | +235.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling