-23.3%
ONON vs XHB
+37.0%
-60.3%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | -0.1% | -0.2% |
| 7D | -3.5% | -1.9% | -1.5% | -1.7% |
| 30D | -30.8% | -8.3% | -22.5% | -25.4% |
| 3M | -29.8% | -7.1% | -22.7% | -25.8% |
| 6M | -34.8% | -5.3% | -29.6% | -32.6% |
| YTD | -42.3% | -3.2% | -39.1% | -42.0% |
| 1Y | -39.5% | -13.9% | -25.7% | -32.3% |
| 3Y | -9.3% | +24.9% | -34.2% | -37.4% |
| All | -23.3% | +37.0% | -60.3% | -48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 all: compounded portfolio wealth divided by compounded XHB 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…
all analysis · Full analysis span regression · 6 months rolling