-0.8%
ONON vs D
+12.2%
-13.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +0.1% |
| 7D | -10.1% | -2.4% | -7.7% | -9.8% |
| 30D | -1.8% | +9.0% | -10.8% | -3.0% |
| 3M | +12.3% | +1.0% | +11.3% | +12.1% |
| 6M | +2.0% | +11.0% | -9.0% | +0.3% |
| YTD | -25.3% | +19.8% | -45.1% | -27.5% |
| 1Y | -1.3% | +16.0% | -17.3% | -3.8% |
| 3Y | +29.0% | +74.4% | -45.3% | +12.0% |
| 5Y | -6.2% | +13.5% | -19.8% | -11.5% |
| All | -0.8% | +12.2% | -13.0% | -9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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