-8.6%
ONON vs HRB
+25.9%
-34.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.5% | +1.6% | +2.1% |
| 7D | -2.1% | -8.0% | +6.0% | -1.6% |
| 30D | -11.6% | -16.0% | +4.4% | -10.7% |
| 3M | -30.1% | +26.9% | -57.0% | -30.9% |
| 6M | -30.5% | +51.1% | -81.6% | -32.2% |
| YTD | -41.0% | +7.1% | -48.1% | -40.7% |
| 1Y | -36.7% | -9.6% | -27.1% | -35.8% |
| 3Y | -8.6% | +25.4% | -34.0% | -17.3% |
| All | -8.6% | +25.9% | -34.5% | -17.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling