-8.6%
ONON vs JBL
+195.4%
-204.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +5.0% | -3.0% | +0.8% |
| 7D | -2.1% | +2.4% | -4.5% | -2.7% |
| 30D | -11.6% | -13.1% | +1.5% | -8.6% |
| 3M | -30.1% | -15.6% | -14.5% | -27.8% |
| 6M | -30.5% | +24.6% | -55.1% | -37.4% |
| YTD | -41.0% | +39.6% | -80.6% | -49.1% |
| 1Y | -36.7% | +48.6% | -85.3% | -46.9% |
| 3Y | -8.6% | +197.3% | -205.9% | -39.0% |
| All | -8.6% | +195.4% | -204.1% | -39.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling