-23.3%
ONON vs BUD
+46.2%
-69.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.4% |
| 7D | -3.5% | -1.3% | -2.1% | -2.7% |
| 30D | -30.8% | -6.1% | -24.6% | -28.1% |
| 3M | -29.8% | -3.8% | -26.1% | -28.3% |
| 6M | -34.8% | +8.2% | -43.0% | -37.7% |
| YTD | -42.3% | +23.6% | -65.8% | -49.1% |
| 1Y | -39.5% | +33.4% | -73.0% | -49.1% |
| 3Y | -9.3% | +45.3% | -54.6% | -31.1% |
| All | -23.3% | +46.2% | -69.5% | -42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 5y: compounded portfolio wealth divided by compounded BUD 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…
5y analysis · Full analysis span regression · 6 months rolling