-21.7%
ONON vs BEN
+37.3%
-59.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.1% | -3.1% | +1.0% | 0.0% |
| 30D | -11.6% | +0.2% | -11.8% | -11.9% |
| 3M | -30.1% | +6.8% | -36.9% | -33.8% |
| 6M | -30.5% | +38.1% | -68.6% | -45.5% |
| YTD | -41.0% | +44.3% | -85.4% | -55.3% |
| 1Y | -36.7% | +42.6% | -79.3% | -51.7% |
| 3Y | -8.6% | +52.3% | -60.9% | -36.4% |
| All | -21.7% | +37.3% | -59.0% | -42.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling