+1.3%
BBY vs ONTO
+261.1%
-259.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.6% | -1.5% | +2.2% |
| 7D | +0.6% | +4.9% | -4.4% | -0.3% |
| 30D | +9.4% | -16.6% | +26.0% | +12.6% |
| 3M | +19.3% | -7.3% | +26.7% | +18.0% |
| 6M | +47.9% | +45.9% | +2.0% | +30.2% |
| YTD | +39.6% | +78.2% | -38.6% | +16.0% |
| 1Y | +22.2% | +159.8% | -137.6% | -8.0% |
| 3Y | +45.0% | +123.4% | -78.4% | -0.7% |
| All | +1.3% | +261.1% | -259.8% | -44.1% |
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