-7.7%
ONON vs TECH
-41.0%
+33.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.6% | +1.7% |
| 7D | -10.0% | +0.1% | -10.1% | -10.0% |
| 30D | -5.3% | +0.5% | -5.8% | -5.5% |
| 3M | +6.5% | +1.1% | +5.4% | +6.0% |
| 6M | -5.0% | +62.8% | -67.8% | -25.4% |
| YTD | -27.6% | +24.5% | -52.1% | -37.6% |
| 1Y | -20.7% | +20.6% | -41.3% | -30.8% |
| 3Y | +26.6% | +29.5% | -2.9% | -8.0% |
| All | -7.7% | -41.0% | +33.3% | +29.6% |
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