-66.7%
U vs ONON
-22.6%
-44.1%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.1% | +2.4% | +3.3% |
| 7D | +5.5% | -2.1% | +7.6% | +6.8% |
| 30D | -1.3% | -11.6% | +10.3% | +6.1% |
| 3M | +64.6% | -30.1% | +94.7% | +96.9% |
| 6M | +119.4% | -30.5% | +149.9% | +158.1% |
| YTD | -0.5% | -41.0% | +40.6% | +29.8% |
| 1Y | +1.3% | -36.7% | +38.0% | +23.1% |
| 3Y | +15.6% | -8.6% | +24.2% | -1.7% |
| All | -66.7% | -22.6% | -44.1% | -75.3% |
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 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