-21.7%
ONON vs BWA
+88.1%
-109.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +1.4% |
| 7D | -2.1% | -1.3% | -0.8% | -1.4% |
| 30D | -11.6% | -2.9% | -8.7% | -10.5% |
| 3M | -30.1% | -10.7% | -19.4% | -26.5% |
| 6M | -30.5% | +26.5% | -57.0% | -40.3% |
| YTD | -41.0% | +49.1% | -90.1% | -55.5% |
| 1Y | -36.7% | +52.1% | -88.7% | -53.1% |
| 3Y | -8.6% | +72.6% | -81.2% | -39.9% |
| All | -21.7% | +88.1% | -109.8% | -55.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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