+64.5%
XYZ vs ONON
+28.8%
+35.7%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -7.5% | +4.2% | -0.6% |
| 7D | +12.6% | -4.9% | +17.5% | +14.9% |
| 30D | +10.8% | -1.1% | +11.9% | +11.3% |
| 3M | +8.4% | -10.5% | +18.9% | +11.3% |
| 6M | +14.3% | -1.5% | +15.9% | +12.7% |
| YTD | +31.5% | -25.3% | +56.8% | +42.9% |
| 1Y | +28.1% | -0.7% | +28.9% | +23.0% |
| All | +64.5% | +28.8% | +35.7% | +43.9% |
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