-23.3%
ONON vs TECH
-43.2%
+19.9%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.2% | +0.3% | +0.1% |
| 7D | -5.3% | -0.5% | -4.8% | -5.1% |
| 30D | -13.1% | 0.0% | -13.1% | -13.1% |
| 3M | -29.3% | +37.4% | -66.8% | -39.9% |
| 6M | -34.5% | +36.9% | -71.4% | -45.9% |
| YTD | -42.2% | +23.1% | -65.3% | -50.1% |
| 1Y | -37.3% | +42.2% | -79.6% | -50.7% |
| 3Y | -9.3% | +1.9% | -11.2% | -20.2% |
| All | -23.3% | -43.2% | +19.9% | +15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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