+508.7%
ONTO vs BN
+133.3%
+375.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.8% | +9.7% | +9.5% |
| 7D | +16.4% | -2.4% | +18.8% | +19.1% |
| 30D | -21.4% | +13.5% | -35.0% | -29.7% |
| 3M | -32.7% | -5.9% | -26.8% | -30.1% |
| 6M | -25.2% | -8.9% | -16.3% | -20.6% |
| YTD | +36.2% | -7.9% | +44.1% | +42.6% |
| 1Y | +61.2% | -8.3% | +69.5% | +69.4% |
| 3Y | +58.7% | +100.8% | -42.1% | -6.8% |
| 5Y | +143.6% | +38.2% | +105.4% | +86.3% |
| All | +508.7% | +133.3% | +375.4% | +313.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling