+658.6%
ONTO vs BN
+123.2%
+535.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.4% | +6.4% |
| 7D | -1.0% | -2.5% | +1.4% | +1.0% |
| 30D | -2.9% | -9.5% | +6.6% | +5.1% |
| 3M | -2.5% | -10.4% | +7.9% | +6.2% |
| 6M | +28.2% | -6.4% | +34.6% | +34.6% |
| YTD | +69.8% | -11.9% | +81.6% | +85.9% |
| 1Y | +162.9% | -8.6% | +171.5% | +180.4% |
| 3Y | +95.9% | +77.6% | +18.4% | +26.6% |
| 5Y | +244.5% | +37.0% | +207.4% | +168.6% |
| All | +658.6% | +123.2% | +535.4% | +438.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling