+6.7%
ONON vs JBL
+20.8%
-14.1%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.8% | -4.8% | +10.6% | +6.1% |
| 7D | +20.9% | -11.1% | +32.0% | +21.9% |
| 30D | +21.1% | -14.1% | +35.2% | +22.5% |
| 3M | +2.7% | -23.9% | +26.6% | +4.5% |
| 6M | +12.6% | -24.1% | +36.7% | +12.8% |
| YTD | -16.9% | +13.5% | -30.4% | -24.5% |
| 1Y | +6.7% | +23.7% | -17.0% | -5.4% |
| All | +6.7% | +20.8% | -14.1% | -5.4% |
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