+209.9%
ON vs BEN
+600.2%
-390.3%
-96.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | -1.5% |
| 7D | +2.4% | +0.2% | +2.2% | +2.2% |
| 30D | -3.3% | -0.5% | -2.7% | -3.1% |
| 3M | -43.6% | +9.7% | -53.3% | -47.4% |
| 6M | +19.0% | +33.9% | -15.0% | -4.2% |
| YTD | +37.4% | +49.0% | -11.6% | +2.2% |
| 1Y | +54.8% | +42.1% | +12.6% | +18.8% |
| 3Y | -25.2% | +51.9% | -77.0% | -47.2% |
| 5Y | +62.7% | +39.0% | +23.7% | +24.3% |
| 10Y | +574.3% | +57.9% | +516.5% | +329.8% |
| All | +209.9% | +600.2% | -390.3% | -54.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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