-21.7%
ONON vs RGEN
-44.0%
+22.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.3% | +1.8% | +2.0% |
| 7D | -2.1% | -1.4% | -0.6% | -1.5% |
| 30D | -11.6% | -0.3% | -11.3% | -11.8% |
| 3M | -30.1% | +23.9% | -54.0% | -36.5% |
| 6M | -30.5% | +38.5% | -69.0% | -40.2% |
| YTD | -41.0% | +0.8% | -41.8% | -42.5% |
| 1Y | -36.7% | +38.2% | -74.9% | -46.3% |
| 3Y | -8.6% | +1.3% | -9.9% | -18.0% |
| All | -21.7% | -44.0% | +22.3% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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