+130.1%
BP vs ONON
-5.0%
+135.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.7% | -0.8% | +0.8% |
| 7D | +3.8% | -10.0% | +13.8% | +4.3% |
| 30D | -5.3% | -5.3% | 0.0% | -5.1% |
| 3M | +9.3% | +6.5% | +2.8% | +8.7% |
| 6M | +7.2% | -5.0% | +12.2% | +7.0% |
| YTD | +38.0% | -27.6% | +65.7% | +40.0% |
| 1Y | +33.2% | -20.7% | +53.9% | +34.0% |
| 3Y | +50.3% | +26.6% | +23.7% | +42.4% |
| 5Y | +114.1% | -9.6% | +123.7% | +97.4% |
| All | +130.1% | -5.0% | +135.1% | +113.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling