-49.1%
BA vs ONTO
+476.3%
-525.4%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.8% |
| 7D | -1.1% | +17.5% | -18.6% | -6.2% |
| 30D | -7.1% | -15.7% | +8.5% | -4.1% |
| 3M | -25.5% | -39.7% | +14.2% | -15.8% |
| 6M | -28.7% | -26.5% | -2.2% | -28.0% |
| YTD | -21.0% | +29.0% | -50.0% | -36.4% |
| 1Y | -11.9% | +57.0% | -68.8% | -34.2% |
| 3Y | -16.2% | +50.0% | -66.1% | -48.1% |
| 5Y | -22.4% | +127.3% | -149.6% | -65.8% |
| All | -49.1% | +476.3% | -525.4% | -90.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling