+6,451.9%
BE vs ONTO
+459.0%
+5,992.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.8% | -6.2% | -5.5% |
| 7D | -13.4% | -2.4% | -10.9% | -11.9% |
| 30D | -33.9% | -32.9% | -1.0% | -14.2% |
| 3M | -12.0% | -32.2% | +20.2% | +12.7% |
| 6M | -29.0% | -30.6% | +1.7% | -10.8% |
| YTD | +113.4% | +25.1% | +88.3% | +89.6% |
| 1Y | +33.2% | +40.0% | -6.8% | +11.4% |
| 3Y | +1,659.2% | +45.7% | +1,613.5% | +1,057.3% |
| 5Y | +461.4% | +128.8% | +332.6% | +135.3% |
| All | +6,451.9% | +459.0% | +5,992.9% | +1,136.1% |
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