+7.2%
ONON vs MOS
-20.3%
+27.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.8% | -1.4% | 0.0% |
| 7D | +5.7% | +19.7% | -14.0% | +1.1% |
| 30D | +7.0% | +21.5% | -14.6% | +1.8% |
| 3M | -0.1% | -0.4% | +0.4% | -0.7% |
| 6M | +6.5% | +4.5% | +2.0% | +4.0% |
| YTD | -19.3% | -2.9% | -16.4% | -21.1% |
| 1Y | +7.2% | -7.7% | +14.9% | +6.0% |
| 3Y | +39.1% | -25.6% | +64.8% | +42.1% |
| 5Y | -0.8% | -31.2% | +30.3% | -3.6% |
| All | +7.2% | -20.3% | +27.5% | -2.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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