-0.9%
BA vs ONTO
+243.6%
-244.5%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +6.2% | -5.3% | -0.4% |
| 7D | +1.2% | -1.0% | +2.2% | +1.3% |
| 30D | -11.6% | -2.9% | -8.7% | -11.8% |
| 3M | -2.4% | -2.5% | +0.1% | -5.0% |
| 6M | -6.6% | +28.2% | -34.8% | -15.8% |
| YTD | -2.2% | +69.8% | -72.0% | -18.0% |
| 1Y | -8.0% | +162.9% | -170.9% | -31.5% |
| 3Y | -5.0% | +95.9% | -100.9% | -32.7% |
| All | -0.9% | +243.6% | -244.5% | -45.1% |
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