+31.5%
ONTO vs BEN
+54.9%
-23.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +4.7% | +6.4% | +7.7% |
| 7D | -14.0% | +6.6% | -20.6% | -17.3% |
| 30D | -43.1% | +3.8% | -46.9% | -44.2% |
| 3M | -35.5% | +0.2% | -35.7% | -35.2% |
| 6M | -41.1% | +10.4% | -51.5% | -43.2% |
| YTD | +9.8% | +46.2% | -36.4% | -7.0% |
| 1Y | +31.5% | +52.3% | -20.7% | +10.8% |
| All | +31.5% | +54.9% | -23.4% | +10.8% |
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