+258.1%
BNY vs ONON
-22.6%
+280.7%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.0% | -0.2% |
| 7D | -1.3% | -2.1% | +0.7% | -1.1% |
| 30D | -0.2% | -11.6% | +11.4% | +1.4% |
| 3M | +14.9% | -30.1% | +45.0% | +19.6% |
| 6M | +40.0% | -30.5% | +70.5% | +45.2% |
| YTD | +42.0% | -41.0% | +83.0% | +50.4% |
| 1Y | +56.9% | -36.7% | +93.5% | +63.9% |
| 3Y | +289.9% | -8.6% | +298.5% | +276.3% |
| All | +258.1% | -22.6% | +280.7% | +222.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling