-21.7%
ONON vs EQH
+105.4%
-127.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.4% | +0.7% | +1.2% |
| 7D | -2.1% | +0.7% | -2.8% | -2.5% |
| 30D | -11.6% | +2.8% | -14.4% | -13.2% |
| 3M | -30.1% | +23.1% | -53.2% | -38.9% |
| 6M | -30.5% | +41.4% | -71.9% | -45.0% |
| YTD | -41.0% | +14.3% | -55.3% | -46.5% |
| 1Y | -36.7% | +1.6% | -38.3% | -38.3% |
| 3Y | -8.6% | +102.7% | -111.3% | -49.3% |
| All | -21.7% | +105.4% | -127.1% | -58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EQH.
Daily Out/Under-Performance
Portfolio return minus EQH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQH 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 EQH 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