-23.3%
ONON vs WEC
+34.0%
-57.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.1% |
| 7D | -5.3% | -1.3% | -4.1% | -5.3% |
| 30D | -13.1% | -0.4% | -12.7% | -13.1% |
| 3M | -29.3% | -6.8% | -22.6% | -29.1% |
| 6M | -34.5% | -6.4% | -28.1% | -34.3% |
| YTD | -42.2% | +2.5% | -44.7% | -42.3% |
| 1Y | -37.3% | -0.4% | -36.9% | -37.4% |
| 3Y | -9.3% | +38.5% | -47.8% | -14.7% |
| All | -23.3% | +34.0% | -57.3% | -25.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling