-39.2%
ONON vs IWD
+30.5%
-69.7%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.7% | -0.6% | -0.2% |
| 7D | -3.0% | -0.3% | -2.7% | -2.5% |
| 30D | -26.7% | +0.6% | -27.3% | -27.3% |
| 3M | -25.3% | +7.2% | -32.5% | -33.2% |
| 6M | -35.3% | +16.2% | -51.5% | -50.4% |
| YTD | -39.8% | +23.3% | -63.1% | -57.4% |
| 1Y | -39.2% | +29.6% | -68.8% | -59.2% |
| All | -39.2% | +30.5% | -69.7% | -59.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 1y: compounded portfolio wealth divided by compounded IWD 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…
1y analysis · Full analysis span regression · 6 months rolling