-1.0%
SO vs ONON
-39.4%
+38.4%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | 0.0% | -0.7% | -0.7% |
| 7D | -1.1% | -5.3% | +4.2% | -1.3% |
| 30D | -3.7% | -13.1% | +9.4% | -4.2% |
| 3M | -5.9% | -29.3% | +23.4% | -6.9% |
| 6M | -7.3% | -34.5% | +27.2% | -8.5% |
| YTD | +3.1% | -42.2% | +45.3% | +1.3% |
| 1Y | -1.0% | -37.3% | +36.3% | -4.3% |
| All | -1.0% | -39.4% | +38.4% | -4.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling