+319.4%
BNY vs ONTO
+696.1%
-376.7%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.5% | -0.8% |
| 7D | -1.3% | +4.9% | -6.3% | -2.3% |
| 30D | -0.2% | -16.6% | +16.5% | +3.0% |
| 3M | +14.9% | -7.3% | +22.3% | +13.7% |
| 6M | +40.0% | +45.9% | -5.9% | +23.9% |
| YTD | +42.0% | +78.2% | -36.2% | +19.5% |
| 1Y | +56.9% | +159.8% | -103.0% | +20.0% |
| 3Y | +289.9% | +123.4% | +166.4% | +172.8% |
| 5Y | +259.2% | +265.8% | -6.6% | +99.3% |
| All | +319.4% | +696.1% | -376.7% | +45.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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