+39.1%
ONON vs ROIV
+351.4%
-312.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -0.3% |
| 7D | +5.7% | +13.3% | -7.7% | +3.5% |
| 30D | +7.0% | +14.8% | -7.8% | +4.4% |
| 3M | -0.1% | +11.9% | -12.0% | -2.5% |
| 6M | +6.5% | +42.4% | -35.9% | -2.2% |
| YTD | -19.3% | +87.4% | -106.7% | -31.1% |
| 1Y | +7.2% | +97.2% | -90.0% | -10.2% |
| 3Y | +39.1% | +375.7% | -336.6% | -5.5% |
| All | +39.1% | +351.4% | -312.3% | -5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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