-22.1%
BA vs ONTO
+84.2%
-106.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.1% | -10.6% | -1.6% |
| 7D | +1.1% | -14.0% | +15.1% | +3.5% |
| 30D | -7.9% | -43.1% | +35.2% | +1.8% |
| 3M | -25.3% | -35.5% | +10.2% | -20.4% |
| 6M | -24.6% | -41.1% | +16.5% | -20.2% |
| YTD | -20.1% | +9.8% | -29.9% | -28.0% |
| 1Y | -11.8% | +31.5% | -43.3% | -24.1% |
| 3Y | -10.1% | +45.2% | -55.3% | -34.5% |
| All | -22.1% | +84.2% | -106.4% | -53.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling