-10.6%
BA vs ONTO
+46.1%
-56.7%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -8.7% | +10.8% | +2.9% |
| 7D | +5.9% | -17.4% | +23.3% | +7.6% |
| 30D | -8.2% | -43.2% | +35.0% | -3.1% |
| 3M | -25.4% | -35.7% | +10.4% | -22.7% |
| 6M | -20.0% | -38.3% | +18.3% | -18.7% |
| YTD | -18.5% | +17.1% | -35.6% | -27.2% |
| 1Y | -10.6% | +43.1% | -53.8% | -24.6% |
| All | -10.6% | +46.1% | -56.7% | -24.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 1y: compounded portfolio wealth divided by compounded ONTO 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…
1y analysis · Full analysis span regression · 6 months rolling