-22.1%
ONON vs MUB
+2.0%
-24.1%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MUB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | 0.0% | -2.6% | -2.6% |
| 7D | -1.7% | -0.3% | -1.4% | -1.2% |
| 30D | -27.4% | -1.5% | -25.8% | -25.4% |
| 3M | -26.5% | -1.9% | -24.6% | -24.0% |
| 6M | -34.2% | -1.7% | -32.5% | -32.1% |
| YTD | -41.3% | -0.8% | -40.5% | -40.2% |
| 1Y | -39.7% | +1.5% | -41.2% | -40.6% |
| 3Y | -7.8% | +8.8% | -16.6% | -20.5% |
| All | -22.1% | +2.0% | -24.1% | -45.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling