-23.3%
ONON vs GEN
+26.0%
-49.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.2% | -1.4% | -1.5% |
| 7D | -3.5% | -2.9% | -0.5% | -2.3% |
| 30D | -30.8% | +2.1% | -32.8% | -31.4% |
| 3M | -29.8% | +19.7% | -49.5% | -35.0% |
| 6M | -34.8% | +33.3% | -68.1% | -42.9% |
| YTD | -42.3% | +11.1% | -53.4% | -45.4% |
| 1Y | -39.5% | +3.0% | -42.5% | -40.9% |
| 3Y | -9.3% | +57.9% | -67.2% | -27.6% |
| All | -23.3% | +26.0% | -49.3% | -36.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling