+6.7%
ONON vs EXE
-18.4%
+25.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -2.9% | +8.7% | +5.6% |
| 7D | +20.9% | -4.7% | +25.6% | +20.6% |
| 30D | +21.1% | +1.0% | +20.1% | +21.1% |
| 3M | +2.7% | -5.6% | +8.3% | +2.1% |
| 6M | +12.6% | -12.3% | +24.9% | +12.5% |
| YTD | -16.9% | -19.5% | +2.6% | -15.5% |
| 1Y | +6.7% | -18.9% | +25.6% | +9.5% |
| All | +6.7% | -18.4% | +25.1% | +9.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXE.
Daily Out/Under-Performance
Portfolio return minus EXE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXE 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 EXE 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