-4.7%
BAC vs ONTO
+54.9%
-59.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | -0.2% |
| 7D | +1.5% | +34.4% | -32.9% | -0.3% |
| 30D | -6.4% | -20.4% | +14.1% | -5.5% |
| 3M | -21.7% | -37.8% | +16.2% | -20.1% |
| 6M | +0.5% | -24.6% | +25.1% | -0.3% |
| YTD | -6.7% | +32.8% | -39.5% | -16.3% |
| 1Y | -4.7% | +54.7% | -59.4% | -17.2% |
| All | -4.7% | +54.9% | -59.6% | -17.2% |
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