+319.0%
BNY vs ONTO
+688.0%
-369.0%
-46.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.0% | +0.8% | 0.0% |
| 7D | +0.3% | +9.4% | -9.1% | -1.5% |
| 30D | +1.9% | -4.4% | +6.4% | +2.3% |
| 3M | +13.9% | +1.6% | +12.3% | +10.3% |
| 6M | +42.3% | +45.3% | -2.9% | +26.1% |
| YTD | +41.8% | +76.4% | -34.5% | +19.6% |
| 1Y | +57.9% | +167.2% | -109.2% | +20.1% |
| 3Y | +290.7% | +116.6% | +174.2% | +175.8% |
| 5Y | +252.3% | +263.7% | -11.5% | +95.6% |
| All | +319.0% | +688.0% | -369.0% | +46.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling