-22.1%
ONON vs ROIV
+315.2%
-337.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +18.8% | -21.3% | -5.5% |
| 7D | -1.7% | +20.2% | -21.8% | -4.8% |
| 30D | -27.4% | +14.1% | -41.5% | -29.1% |
| 3M | -26.5% | +45.6% | -72.1% | -31.2% |
| 6M | -34.2% | +44.1% | -78.4% | -38.5% |
| YTD | -41.3% | +91.2% | -132.5% | -48.0% |
| 1Y | -39.7% | +221.3% | -261.0% | -51.3% |
| 3Y | -7.8% | +229.2% | -237.0% | -27.4% |
| All | -22.1% | +315.2% | -337.3% | -50.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling