+30.7%
ONON vs WEC
+62.7%
-32.0%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | +0.1% |
| 7D | -10.1% | -0.5% | -9.6% | -10.2% |
| 30D | -1.8% | +12.0% | -13.8% | -0.2% |
| 3M | +12.3% | +11.1% | +1.2% | +14.0% |
| 6M | +2.0% | +6.0% | -4.0% | +2.9% |
| YTD | -25.3% | +14.3% | -39.6% | -23.4% |
| 1Y | -1.3% | +8.0% | -9.3% | +0.4% |
| All | +30.7% | +62.7% | -32.0% | +36.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 3y: compounded portfolio wealth divided by compounded WEC 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…
3y analysis · Full analysis span regression · 6 months rolling