-23.3%
ONON vs HAS
+11.9%
-35.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.7% |
| 7D | -3.5% | -4.8% | +1.4% | -0.7% |
| 30D | -30.8% | -5.1% | -25.7% | -29.1% |
| 3M | -29.8% | +6.4% | -36.2% | -33.0% |
| 6M | -34.8% | -5.6% | -29.2% | -33.9% |
| YTD | -42.3% | +11.0% | -53.2% | -47.0% |
| 1Y | -39.5% | +16.8% | -56.3% | -46.2% |
| 3Y | -9.3% | +44.0% | -53.3% | -30.7% |
| All | -23.3% | +11.9% | -35.2% | -21.0% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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