-0.9%
ONON vs LII
+18.0%
-18.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.5% | -0.4% | -7.1% | -7.3% |
| 7D | -4.9% | +0.4% | -5.3% | -5.1% |
| 30D | -1.1% | -2.4% | +1.3% | -0.6% |
| 3M | -10.5% | -17.5% | +7.0% | -1.6% |
| 6M | -1.5% | -32.8% | +31.3% | +17.8% |
| YTD | -25.3% | -27.7% | +2.3% | -15.7% |
| 1Y | -0.7% | -28.1% | +27.3% | +12.0% |
| 3Y | +29.0% | -9.7% | +38.7% | +13.8% |
| 5Y | -6.7% | +19.5% | -26.2% | -39.2% |
| All | -0.9% | +18.0% | -18.9% | -35.1% |
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