+60.6%
BBY vs ONTO
+696.1%
-635.5%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.6% | -1.5% | +2.0% |
| 7D | +0.6% | +4.9% | -4.4% | -0.6% |
| 30D | +9.4% | -16.6% | +26.0% | +13.4% |
| 3M | +19.3% | -7.3% | +26.7% | +17.5% |
| 6M | +47.9% | +45.9% | +2.0% | +26.4% |
| YTD | +39.6% | +78.2% | -38.6% | +11.5% |
| 1Y | +22.2% | +159.8% | -137.6% | -13.3% |
| 3Y | +45.0% | +123.4% | -78.4% | -6.4% |
| 5Y | +2.6% | +265.8% | -263.2% | -48.3% |
| All | +60.6% | +696.1% | -635.5% | -50.9% |
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