+9,415.2%
BE vs ONTO
+688.0%
+8,727.2%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.3% |
| 7D | +23.9% | +9.4% | +14.6% | +17.3% |
| 30D | +27.8% | -4.4% | +32.3% | +31.0% |
| 3M | +3.7% | +1.6% | +2.1% | +1.8% |
| 6M | +78.0% | +45.3% | +32.7% | +40.1% |
| YTD | +209.9% | +76.4% | +133.6% | +120.4% |
| 1Y | +389.6% | +167.2% | +222.4% | +174.1% |
| 3Y | +1,730.6% | +116.6% | +1,614.0% | +809.1% |
| 5Y | +1,227.8% | +263.7% | +964.1% | +301.5% |
| All | +9,415.2% | +688.0% | +8,727.2% | +1,337.1% |
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