-3.9%
ONON vs BUD
+59.0%
-62.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.5% | +1.1% |
| 7D | -10.0% | +1.0% | -11.0% | -10.5% |
| 30D | -5.3% | +6.7% | -11.9% | -8.8% |
| 3M | +6.5% | +5.7% | +0.7% | +2.9% |
| 6M | -5.0% | +5.8% | -10.8% | -8.2% |
| YTD | -27.6% | +34.4% | -62.0% | -39.3% |
| 1Y | -20.7% | +33.3% | -54.0% | -33.2% |
| 3Y | +26.6% | +48.8% | -22.2% | -4.2% |
| 5Y | -9.6% | +52.5% | -62.1% | -35.8% |
| All | -3.9% | +59.0% | -62.9% | -31.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling