-39.2%
ONON vs HRB
+1.1%
-40.3%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.0% | +2.7% | -1.1% |
| 7D | -3.0% | -5.7% | +2.7% | -2.7% |
| 30D | -26.7% | +7.9% | -34.6% | -26.9% |
| 3M | -25.3% | +32.1% | -57.4% | -26.1% |
| 6M | -35.3% | +62.2% | -97.5% | -36.6% |
| YTD | -39.8% | +16.4% | -56.2% | -37.1% |
| 1Y | -39.2% | -0.3% | -38.9% | -37.5% |
| All | -39.2% | +1.1% | -40.3% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 HRB 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