-68.1%
U vs ONON
-24.2%
-44.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | 0.0% | -5.3% | +5.3% | +3.2% |
| 30D | -4.1% | -13.1% | +9.0% | +4.1% |
| 3M | +57.8% | -29.3% | +87.1% | +87.3% |
| 6M | +103.5% | -34.5% | +138.1% | +148.4% |
| YTD | -4.8% | -42.2% | +37.5% | +25.7% |
| 1Y | -2.4% | -37.3% | +34.9% | +19.2% |
| 3Y | +11.7% | -9.3% | +20.9% | -4.9% |
| All | -68.1% | -24.2% | -44.0% | -76.1% |
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