-39.2%
ONON vs JBL
+52.3%
-91.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.5% |
| 7D | -3.0% | +3.0% | -6.0% | -3.3% |
| 30D | -26.7% | -8.3% | -18.4% | -26.3% |
| 3M | -25.3% | -16.9% | -8.4% | -23.6% |
| 6M | -35.3% | +21.8% | -57.0% | -40.7% |
| YTD | -39.8% | +36.3% | -76.1% | -45.5% |
| 1Y | -39.2% | +49.5% | -88.7% | -46.7% |
| All | -39.2% | +52.3% | -91.6% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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