+5.0%
BDX vs ONTO
+661.2%
-656.2%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -3.4% | +1.5% | -1.7% |
| 7D | -5.4% | +6.5% | -11.9% | -5.8% |
| 30D | -2.2% | -15.9% | +13.7% | -1.4% |
| 3M | +20.1% | -0.2% | +20.2% | +18.7% |
| 6M | +9.1% | +38.7% | -29.7% | +4.6% |
| YTD | +17.9% | +70.4% | -52.5% | +11.0% |
| 1Y | +22.1% | +153.6% | -131.5% | +11.1% |
| 3Y | -10.5% | +109.2% | -119.7% | -20.7% |
| 5Y | -2.6% | +249.7% | -252.3% | -20.2% |
| All | +5.0% | +661.2% | -656.2% | -29.1% |
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 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