-3.9%
ONON vs LII
+19.4%
-23.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.1% |
| 7D | -10.0% | +2.9% | -12.9% | -11.4% |
| 30D | -5.3% | +0.9% | -6.2% | -6.4% |
| 3M | +6.5% | -15.5% | +22.0% | +16.0% |
| 6M | -5.0% | -30.2% | +25.2% | +11.2% |
| YTD | -27.6% | -26.8% | -0.8% | -18.8% |
| 1Y | -20.7% | -25.3% | +4.6% | -12.3% |
| 3Y | +26.6% | -7.8% | +34.4% | +10.2% |
| 5Y | -9.6% | +17.0% | -26.6% | -41.6% |
| All | -3.9% | +19.4% | -23.3% | -37.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 10y: compounded portfolio wealth divided by compounded LII 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…
10y analysis · Full analysis span regression · 6 months rolling