-10.5%
ONON vs BEN
+53.1%
-63.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.5% | 0.0% | -0.8% |
| 7D | -3.5% | +3.4% | -6.8% | -5.0% |
| 30D | -30.8% | +1.8% | -32.6% | -31.4% |
| 3M | -29.8% | +8.4% | -38.2% | -33.0% |
| 6M | -34.8% | +35.6% | -70.5% | -44.9% |
| YTD | -42.3% | +46.4% | -88.6% | -53.0% |
| 1Y | -39.5% | +46.3% | -85.9% | -50.9% |
| All | -10.5% | +53.1% | -63.6% | -28.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling