-10.5%
ONON vs BWA
+68.2%
-78.7%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.6% | -0.2% |
| 7D | -5.3% | -0.1% | -5.3% | -5.3% |
| 30D | -13.1% | -5.5% | -7.7% | -11.8% |
| 3M | -29.3% | -7.6% | -21.7% | -27.9% |
| 6M | -34.5% | +25.0% | -59.5% | -40.2% |
| YTD | -42.2% | +47.0% | -89.2% | -51.3% |
| 1Y | -37.3% | +54.0% | -91.3% | -48.3% |
| All | -10.5% | +68.2% | -78.7% | -33.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling