+57.7%
ONTO vs BEN
+77.1%
-19.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.3% | +5.6% | +8.2% |
| 7D | +1.4% | +12.2% | -10.8% | -4.7% |
| 30D | -34.1% | +12.1% | -46.2% | -38.0% |
| 3M | -37.1% | +7.3% | -44.4% | -39.2% |
| 6M | -31.8% | +17.9% | -49.7% | -37.1% |
| YTD | +22.9% | +55.4% | -32.5% | -2.3% |
| 1Y | +39.5% | +69.3% | -29.8% | +6.0% |
| 3Y | +57.7% | +82.8% | -25.2% | +15.2% |
| All | +57.7% | +77.1% | -19.5% | +15.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling