-21.7%
ONON vs IAG
+751.3%
-772.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.2% | +1.9% |
| 7D | -2.1% | -1.1% | -1.0% | -1.9% |
| 30D | -11.6% | +12.1% | -23.7% | -13.6% |
| 3M | -30.1% | +25.5% | -55.6% | -33.4% |
| 6M | -30.5% | -7.1% | -23.4% | -30.7% |
| YTD | -41.0% | +22.9% | -63.9% | -44.6% |
| 1Y | -36.7% | +83.3% | -120.0% | -45.3% |
| 3Y | -8.6% | +808.5% | -817.1% | -45.1% |
| All | -21.7% | +751.3% | -772.9% | -52.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 IAG 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