+341.5%
ONTO vs BEN
+61.1%
+280.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.9% | -10.7% | -12.6% |
| 7D | -29.7% | -0.4% | -29.3% | -29.4% |
| 30D | -50.3% | -0.7% | -49.6% | -49.9% |
| 3M | -43.5% | -6.8% | -36.7% | -40.7% |
| 6M | -48.9% | +7.9% | -56.8% | -50.9% |
| YTD | -1.2% | +39.6% | -40.8% | -19.6% |
| 1Y | +14.9% | +48.5% | -33.6% | -10.3% |
| 3Y | +31.2% | +55.7% | -24.5% | -4.8% |
| 5Y | +68.1% | +15.1% | +52.9% | +44.8% |
| All | +341.5% | +61.1% | +280.4% | +186.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling