+70.5%
V vs ONON
-24.2%
+94.7%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.2% | -0.1% |
| 7D | -2.9% | -3.5% | +0.5% | -2.5% |
| 30D | +1.9% | -30.8% | +32.7% | +6.3% |
| 3M | +13.2% | -29.8% | +43.1% | +17.8% |
| 6M | +16.7% | -34.8% | +51.6% | +22.1% |
| YTD | +5.4% | -42.3% | +47.6% | +11.9% |
| 1Y | +7.7% | -39.5% | +47.2% | +13.2% |
| 3Y | +52.0% | -9.3% | +61.3% | +46.5% |
| All | +70.5% | -24.2% | +94.7% | +55.7% |
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