+238.0%
ONTO vs BEN
+39.3%
+198.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.5% | +2.6% | +3.8% |
| 7D | -1.0% | +0.2% | -1.3% | -1.1% |
| 30D | -2.9% | -0.5% | -2.4% | -2.4% |
| 3M | -2.5% | +9.7% | -12.2% | -7.9% |
| 6M | +28.2% | +33.9% | -5.7% | +5.6% |
| YTD | +69.8% | +49.0% | +20.8% | +29.5% |
| 1Y | +162.9% | +42.1% | +120.8% | +105.7% |
| 3Y | +95.9% | +51.9% | +44.1% | +39.4% |
| All | +238.0% | +39.3% | +198.7% | +141.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling