-36.7%
ONON vs BEN
+45.3%
-82.0%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -2.1% | -3.1% | +1.0% | -0.6% |
| 30D | -11.6% | +0.2% | -11.8% | -11.8% |
| 3M | -30.1% | +6.8% | -36.9% | -33.0% |
| 6M | -30.5% | +38.1% | -68.6% | -44.1% |
| YTD | -41.0% | +44.3% | -85.4% | -53.4% |
| 1Y | -36.7% | +42.6% | -79.3% | -49.8% |
| All | -36.7% | +45.3% | -82.0% | -49.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling