-8.6%
ONON vs INDA
+7.9%
-16.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.3% |
| 7D | -2.1% | -2.7% | +0.6% | +0.3% |
| 30D | -11.6% | -2.8% | -8.8% | -9.5% |
| 3M | -30.1% | +1.6% | -31.7% | -31.0% |
| 6M | -30.5% | -1.4% | -29.1% | -29.6% |
| YTD | -41.0% | -10.1% | -30.9% | -35.9% |
| 1Y | -36.7% | -8.8% | -27.9% | -32.2% |
| 3Y | -8.6% | +7.6% | -16.2% | -18.5% |
| All | -8.6% | +7.9% | -16.5% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 INDA 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