-22.1%
ONON vs BEN
+41.4%
-63.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.2% | -2.3% | -2.4% |
| 7D | -1.7% | +4.7% | -6.3% | -4.7% |
| 30D | -27.4% | +2.6% | -30.0% | -28.7% |
| 3M | -26.5% | +11.5% | -38.0% | -32.4% |
| 6M | -34.2% | +35.3% | -69.6% | -47.7% |
| YTD | -41.3% | +48.6% | -90.0% | -56.4% |
| 1Y | -39.7% | +46.7% | -86.4% | -54.9% |
| 3Y | -7.8% | +57.0% | -64.9% | -37.2% |
| All | -22.1% | +41.4% | -63.5% | -43.9% |
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