-5.5%
ONON vs MAS
+58.2%
-63.7%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.5% | -4.2% | -4.4% |
| 7D | -11.9% | +1.2% | -13.1% | -12.6% |
| 30D | -6.8% | +21.6% | -28.4% | -18.0% |
| 3M | +6.6% | +14.1% | -7.5% | -2.3% |
| 6M | -2.2% | +22.6% | -24.9% | -16.4% |
| YTD | -28.9% | +35.4% | -64.3% | -44.4% |
| 1Y | -20.3% | +37.5% | -57.8% | -38.6% |
| 3Y | +22.9% | +58.3% | -35.4% | -20.0% |
| 5Y | -11.1% | +39.1% | -50.2% | -39.0% |
| All | -5.5% | +58.2% | -63.7% | -30.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 MAS 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