+476.3%
ONTO vs BEN
+80.2%
+396.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.2% |
| 7D | +17.5% | +6.8% | +10.7% | +13.0% |
| 30D | -15.7% | +18.0% | -33.6% | -23.5% |
| 3M | -39.7% | +7.5% | -47.2% | -41.9% |
| 6M | -26.5% | +14.7% | -41.2% | -31.8% |
| YTD | +29.0% | +56.1% | -27.1% | -1.7% |
| 1Y | +57.0% | +69.6% | -12.6% | +13.6% |
| 3Y | +50.0% | +87.7% | -37.7% | -2.7% |
| 5Y | +127.3% | +28.6% | +98.6% | +83.3% |
| All | +476.3% | +80.2% | +396.1% | +250.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling