+11.9%
U vs ONON
-10.5%
+22.4%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.6% | +1.1% | +0.2% |
| 7D | +4.4% | -3.5% | +7.8% | +5.9% |
| 30D | -1.3% | -30.8% | +29.5% | +13.4% |
| 3M | +49.6% | -29.8% | +79.4% | +69.7% |
| 6M | +100.2% | -34.8% | +135.0% | +132.4% |
| YTD | -3.7% | -42.3% | +38.6% | +18.6% |
| 1Y | -6.5% | -39.5% | +33.0% | +11.7% |
| All | +11.9% | -10.5% | +22.4% | -1.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling