+29.8%
BDX vs ONTO
+476.3%
-446.6%
-40.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +1.2% |
| 7D | +2.9% | +17.5% | -14.6% | +2.2% |
| 30D | +15.4% | -15.7% | +31.1% | +16.0% |
| 3M | +20.5% | -39.7% | +60.2% | +22.9% |
| 6M | +53.2% | -26.5% | +79.7% | +52.9% |
| YTD | +45.7% | +29.0% | +16.7% | +38.4% |
| 1Y | +47.3% | +57.0% | -9.7% | +37.8% |
| 3Y | +25.1% | +50.0% | -24.9% | +12.6% |
| 5Y | +27.4% | +127.3% | -99.8% | +7.3% |
| All | +29.8% | +476.3% | -446.6% | -11.7% |
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