+43.2%
ONON vs MSFU
+76.3%
-33.1%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSFU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -0.1% |
| 7D | -3.0% | -5.7% | +2.7% | -1.4% |
| 30D | -26.7% | +4.2% | -30.9% | -27.7% |
| 3M | -25.3% | +27.9% | -53.2% | -31.6% |
| 6M | -35.3% | +37.1% | -72.4% | -43.0% |
| YTD | -39.8% | -7.4% | -32.4% | -40.3% |
| 1Y | -39.2% | -19.6% | -19.6% | -36.9% |
| 3Y | -4.2% | +33.2% | -37.4% | -27.3% |
| All | +43.2% | +76.3% | -33.1% | -6.2% |
Cumulative growth
Daily Returns
Daily percentage return beside MSFU.
Daily Out/Under-Performance
Portfolio return minus MSFU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSFU 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 all: compounded portfolio wealth divided by compounded MSFU 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…
all analysis · Full analysis span regression · 6 months rolling