+6.7%
ONON vs HIG
+12.7%
-6.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | +2.4% | +3.4% | +4.7% |
| 7D | +20.9% | +6.2% | +14.7% | +17.9% |
| 30D | +21.1% | +9.4% | +11.7% | +16.8% |
| 3M | +2.7% | -2.3% | +5.0% | +3.9% |
| 6M | +12.6% | +4.2% | +8.5% | +11.5% |
| YTD | -16.9% | +1.6% | -18.5% | -17.6% |
| 1Y | +6.7% | +9.9% | -3.2% | +5.4% |
| All | +6.7% | +12.7% | -6.1% | +5.4% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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