-36.7%
ONON vs IWF
+7.1%
-43.8%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.5% |
| 7D | -2.1% | -0.9% | -1.1% | -1.3% |
| 30D | -11.6% | -1.7% | -9.9% | -10.4% |
| 3M | -30.1% | +0.7% | -30.8% | -30.3% |
| 6M | -30.5% | +8.6% | -39.1% | -36.7% |
| YTD | -41.0% | +3.5% | -44.5% | -44.7% |
| 1Y | -36.7% | +7.0% | -43.7% | -42.5% |
| All | -36.7% | +7.1% | -43.8% | -42.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IWF.
Daily Out/Under-Performance
Portfolio return minus IWF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWF 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 IWF 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