-3.6%
BA vs ONON
-24.2%
+20.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.6% | -0.5% | -1.7% |
| 7D | -1.2% | -3.5% | +2.3% | -0.4% |
| 30D | -11.3% | -30.8% | +19.5% | -4.6% |
| 3M | -3.8% | -29.8% | +26.1% | +3.0% |
| 6M | -8.3% | -34.8% | +26.6% | -0.7% |
| YTD | -4.9% | -42.3% | +37.3% | +5.2% |
| 1Y | -10.1% | -39.5% | +29.5% | -2.1% |
| 3Y | -2.3% | -9.3% | +7.0% | -5.0% |
| All | -3.6% | -24.2% | +20.5% | -12.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling