+95.4%
V vs ONON
-6.6%
+102.0%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.7% | +4.1% | 0.0% |
| 7D | -0.4% | -11.9% | +11.6% | +1.2% |
| 30D | +6.3% | -6.8% | +13.1% | +7.2% |
| 3M | +17.2% | +6.6% | +10.5% | +16.0% |
| 6M | +29.2% | -2.2% | +31.5% | +28.5% |
| YTD | +20.8% | -28.9% | +49.6% | +24.8% |
| 1Y | +25.0% | -20.3% | +45.3% | +27.1% |
| 3Y | +75.3% | +22.9% | +52.3% | +62.4% |
| 5Y | +105.8% | -11.1% | +116.9% | +83.1% |
| All | +95.4% | -6.6% | +102.0% | +73.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling