+6.7%
ONON vs BG
+7.2%
-0.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.4% | +3.4% | +6.1% |
| 7D | +20.9% | -3.8% | +24.7% | +20.4% |
| 30D | +21.1% | -9.6% | +30.7% | +19.9% |
| 3M | +2.7% | -8.5% | +11.2% | +1.4% |
| 6M | +12.6% | -23.0% | +35.7% | +10.1% |
| YTD | -16.9% | +10.9% | -27.8% | -25.2% |
| 1Y | +6.7% | +6.0% | +0.7% | -2.1% |
| All | +6.7% | +7.2% | -0.5% | -2.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 1y: compounded portfolio wealth divided by compounded BG 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…
1y analysis · Full analysis span regression · 6 months rolling