+43.4%
XLK vs ONON
-37.3%
+80.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.3% | +2.0% | +0.8% |
| 7D | +0.9% | -3.0% | +3.8% | +1.2% |
| 30D | +0.7% | -26.7% | +27.4% | +3.8% |
| 3M | -2.9% | -25.3% | +22.4% | -0.3% |
| 6M | +34.3% | -35.3% | +69.5% | +39.0% |
| YTD | +30.4% | -39.8% | +70.2% | +35.7% |
| 1Y | +43.4% | -39.2% | +82.6% | +50.4% |
| All | +43.4% | -37.3% | +80.7% | +50.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling