+26.6%
ONON vs BBWI
-24.0%
+50.6%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.5% | +0.2% | +1.2% |
| 7D | -10.0% | +0.1% | -10.1% | -10.0% |
| 30D | -5.3% | +12.9% | -18.1% | -9.0% |
| 3M | +6.5% | +16.0% | -9.5% | +0.7% |
| 6M | -5.0% | +16.6% | -21.6% | -11.3% |
| YTD | -27.6% | +9.7% | -37.4% | -32.2% |
| 1Y | -20.7% | +1.5% | -22.2% | -24.8% |
| 3Y | +26.6% | -21.4% | +48.0% | +45.1% |
| All | +26.6% | -24.0% | +50.6% | +45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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