-64.9%
BAX vs ONTO
+661.2%
-726.1%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.4% | +2.5% | -0.5% |
| 7D | -5.4% | +6.5% | -12.0% | -6.1% |
| 30D | -12.4% | -15.9% | +3.5% | -11.1% |
| 3M | +19.1% | -0.2% | +19.3% | +16.9% |
| 6M | +38.6% | +38.7% | -0.1% | +30.2% |
| YTD | +26.7% | +70.4% | -43.6% | +16.1% |
| 1Y | +1.0% | +153.6% | -152.6% | -12.0% |
| 3Y | -33.9% | +109.2% | -143.1% | -43.9% |
| 5Y | -67.0% | +249.7% | -316.8% | -74.5% |
| All | -64.9% | +661.2% | -726.1% | -76.8% |
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