+370.6%
PSX vs ONON
-23.0%
+393.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +1.8% |
| 7D | +2.8% | -1.7% | +4.5% | +2.9% |
| 30D | +27.8% | -27.4% | +55.1% | +30.4% |
| 3M | +42.0% | -26.5% | +68.5% | +44.6% |
| 6M | +58.1% | -34.2% | +92.3% | +62.1% |
| YTD | +105.0% | -41.3% | +146.4% | +112.3% |
| 1Y | +104.9% | -39.7% | +144.6% | +111.1% |
| 3Y | +134.1% | -7.8% | +141.9% | +131.1% |
| All | +370.6% | -23.0% | +393.5% | +350.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling