+69.2%
T vs ONON
-22.6%
+91.8%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +2.1% | -0.1% | +1.9% |
| 7D | +1.5% | -2.1% | +3.6% | +1.5% |
| 30D | +7.5% | -11.6% | +19.1% | +7.8% |
| 3M | +14.8% | -30.1% | +44.9% | +15.8% |
| 6M | -1.7% | -30.5% | +28.8% | -1.0% |
| YTD | +8.7% | -41.0% | +49.7% | +10.1% |
| 1Y | -7.5% | -36.7% | +29.2% | -6.7% |
| 3Y | +110.2% | -8.6% | +118.8% | +104.9% |
| All | +69.2% | -22.6% | +91.8% | +58.2% |
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 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