-8.6%
ONON vs MDY
+48.5%
-57.1%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.1% |
| 7D | -2.1% | -1.9% | -0.2% | +0.3% |
| 30D | -11.6% | -4.6% | -7.0% | -6.1% |
| 3M | -30.1% | -1.2% | -28.9% | -29.2% |
| 6M | -30.5% | +9.2% | -39.7% | -38.0% |
| YTD | -41.0% | +13.1% | -54.1% | -49.5% |
| 1Y | -36.7% | +13.0% | -49.7% | -45.8% |
| 3Y | -8.6% | +49.2% | -57.8% | -43.0% |
| All | -8.6% | +48.5% | -57.1% | -43.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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