+97.9%
BAC vs ONTO
+51.5%
+46.4%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +1.3% |
| 7D | +3.2% | +17.5% | -14.3% | +1.5% |
| 30D | -0.7% | -15.7% | +14.9% | +0.5% |
| 3M | -20.0% | -39.7% | +19.7% | -16.5% |
| 6M | +3.4% | -26.5% | +29.9% | +4.0% |
| YTD | -5.7% | +29.0% | -34.7% | -12.8% |
| 1Y | -1.4% | +57.0% | -58.4% | -11.2% |
| 3Y | +97.9% | +50.0% | +47.9% | +68.8% |
| All | +97.9% | +51.5% | +46.4% | +68.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling