+116.5%
SPOT vs ONON
-22.6%
+139.0%
-76.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.1% |
| 7D | -3.1% | -2.1% | -1.0% | -2.5% |
| 30D | +7.4% | -11.6% | +19.0% | +11.4% |
| 3M | +8.2% | -30.1% | +38.3% | +19.1% |
| 6M | +2.2% | -30.5% | +32.7% | +11.9% |
| YTD | -9.5% | -41.0% | +31.6% | +3.9% |
| 1Y | -23.8% | -36.7% | +12.9% | -15.2% |
| 3Y | +233.5% | -8.6% | +242.1% | +203.7% |
| All | +116.5% | -22.6% | +139.0% | +80.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling