-8.6%
ONON vs IBN
+27.4%
-36.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.2% |
| 7D | -2.1% | -3.0% | +0.9% | -0.6% |
| 30D | -11.6% | -1.5% | -10.1% | -11.0% |
| 3M | -30.1% | +7.9% | -38.0% | -32.7% |
| 6M | -30.5% | +8.6% | -39.1% | -33.3% |
| YTD | -41.0% | -0.6% | -40.5% | -41.4% |
| 1Y | -36.7% | -7.3% | -29.4% | -35.4% |
| 3Y | -8.6% | +26.2% | -34.8% | -21.5% |
| All | -8.6% | +27.4% | -36.0% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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