-1.6%
BA vs ONON
-23.0%
+21.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.6% | +1.9% | -0.2% |
| 7D | +2.5% | -1.7% | +4.1% | +2.8% |
| 30D | -10.1% | -27.4% | +17.3% | -4.4% |
| 3M | -2.4% | -26.5% | +24.1% | +3.4% |
| 6M | -8.8% | -34.2% | +25.4% | -1.5% |
| YTD | -2.9% | -41.3% | +38.4% | +7.0% |
| 1Y | -8.8% | -39.7% | +30.9% | -0.7% |
| 3Y | -0.3% | -7.8% | +7.6% | -3.4% |
| All | -1.6% | -23.0% | +21.3% | -10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling