+177.8%
SE vs ONON
-8.6%
+186.5%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.1% | -3.4% | -1.9% |
| 7D | -5.2% | -2.1% | -3.1% | -4.7% |
| 30D | -17.1% | -11.6% | -5.5% | -14.3% |
| 3M | +24.0% | -30.1% | +54.1% | +34.6% |
| 6M | +21.0% | -30.5% | +51.5% | +30.1% |
| YTD | -16.7% | -41.0% | +24.3% | -4.8% |
| 1Y | -45.9% | -36.7% | -9.2% | -40.1% |
| 3Y | +177.8% | -8.6% | +186.4% | +167.5% |
| All | +177.8% | -8.6% | +186.5% | +167.5% |
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