-20.0%
ONON vs GEN
+29.8%
-49.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.2% | +0.9% | -0.4% |
| 7D | -3.0% | -1.2% | -1.8% | -2.5% |
| 30D | -26.7% | +10.1% | -36.9% | -29.7% |
| 3M | -25.3% | +16.1% | -41.4% | -30.0% |
| 6M | -35.3% | +38.9% | -74.1% | -44.3% |
| YTD | -39.8% | +14.4% | -54.2% | -43.8% |
| 1Y | -39.2% | +5.9% | -45.1% | -41.3% |
| 3Y | -4.2% | +58.8% | -63.0% | -23.7% |
| All | -20.0% | +29.8% | -49.8% | -34.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling