-7.8%
ONON vs IWD
+71.7%
-79.5%
-57.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.8% | -1.8% | -1.3% |
| 7D | -1.7% | -0.2% | -1.5% | -1.4% |
| 30D | -27.4% | -0.8% | -26.6% | -26.4% |
| 3M | -26.5% | +8.0% | -34.6% | -34.5% |
| 6M | -34.2% | +18.2% | -52.4% | -48.8% |
| YTD | -41.3% | +22.3% | -63.7% | -56.5% |
| 1Y | -39.7% | +28.9% | -68.5% | -58.5% |
| 3Y | -7.8% | +71.5% | -79.4% | -58.9% |
| All | -7.8% | +71.7% | -79.5% | -58.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling