+208.7%
TER vs ONON
-24.2%
+232.8%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | 0.0% | -3.6% | -3.5% |
| 7D | +9.4% | -5.3% | +14.7% | +11.0% |
| 30D | -2.4% | -13.1% | +10.7% | +1.5% |
| 3M | +6.5% | -29.3% | +35.9% | +15.2% |
| 6M | +23.2% | -34.5% | +57.7% | +35.7% |
| YTD | +91.5% | -42.2% | +133.7% | +118.7% |
| 1Y | +214.8% | -37.3% | +252.1% | +247.7% |
| 3Y | +275.3% | -9.3% | +284.6% | +254.6% |
| All | +208.7% | -24.2% | +232.8% | +167.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling