+45.2%
ONTO vs BEN
+63.5%
-18.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +4.7% | +6.4% | +8.3% |
| 7D | -14.0% | +6.6% | -20.6% | -16.9% |
| 30D | -43.1% | +3.8% | -46.9% | -44.0% |
| 3M | -35.5% | +0.2% | -35.7% | -35.3% |
| 6M | -41.1% | +10.4% | -51.5% | -43.6% |
| YTD | +9.8% | +46.2% | -36.4% | -9.7% |
| 1Y | +31.5% | +52.3% | -20.7% | +5.7% |
| 3Y | +45.2% | +65.9% | -20.8% | +9.6% |
| All | +45.2% | +63.5% | -18.4% | +9.6% |
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