-36.7%
ONON vs GEN
+5.1%
-41.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.8% |
| 7D | -2.1% | -1.3% | -0.8% | -1.7% |
| 30D | -11.6% | +6.1% | -17.7% | -13.3% |
| 3M | -30.1% | +27.0% | -57.1% | -34.9% |
| 6M | -30.5% | +43.9% | -74.4% | -38.1% |
| YTD | -41.0% | +13.0% | -54.0% | -41.4% |
| 1Y | -36.7% | +4.0% | -40.7% | -28.7% |
| All | -36.7% | +5.1% | -41.8% | -28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling