+18.4%
U vs ONON
+8.5%
+9.9%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +5.8% | -0.9% | +3.7% |
| 7D | +7.5% | +20.9% | -13.4% | +3.6% |
| 30D | -7.0% | +21.1% | -28.2% | -10.6% |
| 3M | +20.6% | +2.7% | +17.9% | +18.3% |
| 6M | +53.2% | +12.6% | +40.5% | +46.1% |
| YTD | -3.9% | -16.9% | +13.0% | -1.6% |
| 1Y | +18.4% | +6.7% | +11.7% | +29.0% |
| All | +18.4% | +8.5% | +9.9% | +29.0% |
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