+289.9%
BNY vs ONTO
+115.7%
+174.2%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.5% | -0.4% |
| 7D | -1.3% | +4.9% | -6.3% | -1.8% |
| 30D | -0.2% | -16.6% | +16.5% | +1.4% |
| 3M | +14.9% | -7.3% | +22.3% | +14.3% |
| 6M | +40.0% | +45.9% | -5.9% | +31.5% |
| YTD | +42.0% | +78.2% | -36.2% | +30.2% |
| 1Y | +56.9% | +159.8% | -103.0% | +37.4% |
| 3Y | +289.9% | +123.4% | +166.4% | +215.8% |
| All | +289.9% | +115.7% | +174.2% | +215.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling