-34.5%
ONON vs USHY
+1.5%
-36.1%
-34.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | USHY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.5% | +0.5% | +2.5% |
| 7D | -5.3% | -0.7% | -4.6% | -1.8% |
| 30D | -13.1% | -0.5% | -12.6% | -10.7% |
| 3M | -29.3% | +0.5% | -29.9% | -31.2% |
| 6M | -34.5% | +1.5% | -36.0% | -39.1% |
| All | -34.5% | +1.5% | -36.1% | -39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside USHY.
Daily Out/Under-Performance
Portfolio return minus USHY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USHY 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 6mo: compounded portfolio wealth divided by compounded USHY 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…
6mo analysis · Full analysis span regression · 6 months rolling