+43.1%
ONTO vs BEN
+56.2%
-13.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +4.7% | -13.3% | -11.4% |
| 7D | -17.4% | +6.7% | -24.1% | -20.8% |
| 30D | -43.2% | +3.0% | -46.2% | -44.3% |
| 3M | -35.7% | -4.3% | -31.4% | -34.1% |
| 6M | -38.3% | +16.4% | -54.7% | -41.9% |
| YTD | +17.1% | +46.8% | -29.7% | -0.5% |
| 1Y | +43.1% | +57.3% | -14.2% | +20.7% |
| All | +43.1% | +56.2% | -13.1% | +20.7% |
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