+371.2%
PSX vs ONON
-22.6%
+393.7%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.1% | -1.7% | +0.2% |
| 7D | +1.7% | -2.1% | +3.8% | +1.9% |
| 30D | +15.6% | -11.6% | +27.2% | +16.7% |
| 3M | +46.5% | -30.1% | +76.6% | +49.8% |
| 6M | +55.0% | -30.5% | +85.5% | +58.1% |
| YTD | +105.3% | -41.0% | +146.3% | +112.5% |
| 1Y | +101.6% | -36.7% | +138.3% | +106.8% |
| 3Y | +134.1% | -8.6% | +142.7% | +131.3% |
| All | +371.2% | -22.6% | +393.7% | +350.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 10y: compounded portfolio wealth divided by compounded ONON 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…
10y analysis · Full analysis span regression · 6 months rolling