+6.7%
ONON vs SUI
-27.7%
+34.4%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.5% | +1.0% | +0.3% |
| 7D | +10.6% | +6.2% | +4.4% | +7.2% |
| 30D | +12.5% | +8.6% | +3.9% | +7.6% |
| 3M | +0.1% | +1.0% | -0.9% | -0.8% |
| 6M | +3.6% | -2.6% | +6.2% | +4.4% |
| YTD | -19.6% | -0.1% | -19.5% | -20.3% |
| 1Y | +5.2% | +0.5% | +4.7% | +3.7% |
| 3Y | +33.1% | +15.3% | +17.9% | +12.4% |
| 5Y | -4.7% | -26.1% | +21.5% | +26.9% |
| All | +6.7% | -27.7% | +34.4% | +41.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 SUI 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