+133.3%
PSX vs ONON
-10.5%
+143.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | 0.0% | -0.9% | -0.9% |
| 7D | +1.5% | -5.3% | +6.8% | +1.9% |
| 30D | +15.8% | -13.1% | +29.0% | +17.0% |
| 3M | +43.0% | -29.3% | +72.4% | +46.0% |
| 6M | +61.1% | -34.5% | +95.6% | +65.6% |
| YTD | +104.5% | -42.2% | +146.8% | +113.6% |
| 1Y | +102.5% | -37.3% | +139.9% | +108.8% |
| All | +133.3% | -10.5% | +143.8% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling