-23.3%
ONON vs GEN
+26.9%
-50.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.3% |
| 7D | -5.3% | -4.3% | -1.0% | -3.6% |
| 30D | -13.1% | +3.8% | -16.9% | -14.6% |
| 3M | -29.3% | +22.3% | -51.6% | -35.2% |
| 6M | -34.5% | +39.0% | -73.5% | -43.7% |
| YTD | -42.2% | +11.9% | -54.1% | -45.5% |
| 1Y | -37.3% | +4.5% | -41.8% | -39.1% |
| 3Y | -9.3% | +59.0% | -68.3% | -27.8% |
| All | -23.3% | +26.9% | -50.2% | -36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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