-19.1%
BA vs ONON
-2.0%
-17.1%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -7.5% | +8.1% | +2.2% |
| 7D | 0.0% | -4.9% | +5.0% | +1.0% |
| 30D | -8.9% | -1.1% | -7.8% | -8.8% |
| 3M | -25.5% | -10.5% | -15.0% | -24.4% |
| 6M | -27.0% | -1.5% | -25.4% | -27.6% |
| YTD | -20.1% | -25.3% | +5.2% | -16.7% |
| 1Y | -11.0% | -0.7% | -10.3% | -13.3% |
| 3Y | -11.8% | +29.0% | -40.8% | -20.5% |
| 5Y | -20.6% | -6.7% | -14.0% | -31.5% |
| All | -19.1% | -2.0% | -17.1% | -30.3% |
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