-10.5%
ONON vs MUB
+8.2%
-18.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -0.8% |
| 7D | -3.5% | -0.7% | -2.7% | -2.4% |
| 30D | -30.8% | -2.0% | -28.8% | -28.8% |
| 3M | -29.8% | -2.5% | -27.3% | -27.2% |
| 6M | -34.8% | -2.3% | -32.5% | -32.5% |
| YTD | -42.3% | -1.3% | -41.0% | -40.8% |
| 1Y | -39.5% | +1.1% | -40.7% | -39.5% |
| All | -10.5% | +8.2% | -18.7% | -21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MUB.
Daily Out/Under-Performance
Portfolio return minus MUB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MUB 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 MUB 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