+55.7%
BBY vs ONTO
+688.0%
-632.3%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.2% |
| 7D | +1.2% | +9.4% | -8.2% | -0.9% |
| 30D | +6.8% | -4.4% | +11.2% | +7.1% |
| 3M | +18.7% | +1.6% | +17.2% | +13.9% |
| 6M | +37.3% | +45.3% | -8.0% | +17.5% |
| YTD | +35.3% | +76.4% | -41.1% | +8.4% |
| 1Y | +20.7% | +167.2% | -146.5% | -15.1% |
| 3Y | +39.4% | +116.6% | -77.1% | -9.1% |
| 5Y | -1.5% | +263.7% | -265.2% | -50.3% |
| All | +55.7% | +688.0% | -632.3% | -52.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling