+30.7%
ONON vs IP
+19.6%
+11.1%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.3% | +1.4% | +0.5% |
| 7D | -10.1% | -2.8% | -7.3% | -9.2% |
| 30D | -1.8% | +9.2% | -11.0% | -4.9% |
| 3M | +12.3% | -16.1% | +28.4% | +19.1% |
| 6M | +2.0% | +9.6% | -7.6% | -2.5% |
| YTD | -25.3% | -8.8% | -16.5% | -24.5% |
| 1Y | -1.3% | -5.5% | +4.2% | -1.8% |
| All | +30.7% | +19.6% | +11.1% | +28.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IP.
Daily Out/Under-Performance
Portfolio return minus IP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IP 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 IP 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