+128.8%
ONTO vs BEN
+30.9%
+97.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.2% | +0.6% | +0.9% |
| 7D | -2.4% | +12.1% | -14.6% | -9.6% |
| 30D | -32.9% | +13.4% | -46.3% | -38.2% |
| 3M | -32.2% | +9.4% | -41.6% | -35.8% |
| 6M | -30.6% | +19.3% | -49.9% | -38.0% |
| YTD | +25.1% | +57.3% | -32.1% | -8.6% |
| 1Y | +40.0% | +69.1% | -29.1% | -2.9% |
| 3Y | +45.7% | +85.6% | -39.9% | -12.7% |
| 5Y | +128.8% | +32.9% | +95.8% | +80.2% |
| All | +128.8% | +30.9% | +97.9% | +80.2% |
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 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