-21.7%
ONON vs AEIS
+240.9%
-262.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +4.9% | -2.8% | 0.0% |
| 7D | -2.1% | +2.3% | -4.3% | -3.1% |
| 30D | -11.6% | -14.8% | +3.2% | -6.2% |
| 3M | -30.1% | -15.6% | -14.5% | -29.0% |
| 6M | -30.5% | -8.7% | -21.8% | -34.0% |
| YTD | -41.0% | +37.3% | -78.4% | -56.4% |
| 1Y | -36.7% | +80.3% | -117.0% | -61.6% |
| 3Y | -8.6% | +177.9% | -186.5% | -62.1% |
| All | -21.7% | +240.9% | -262.6% | -73.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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