+7,035.3%
BE vs ONTO
+493.5%
+6,541.9%
-79.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.5% | -1.1% | -2.0% |
| 7D | +20.5% | +34.4% | -13.9% | -0.5% |
| 30D | -23.4% | -20.4% | -2.9% | -10.5% |
| 3M | -14.9% | -37.8% | +23.0% | +15.7% |
| 6M | -28.1% | -24.6% | -3.5% | -14.2% |
| YTD | +132.4% | +32.8% | +99.6% | +99.2% |
| 1Y | +59.4% | +54.7% | +4.6% | +25.5% |
| 3Y | +1,815.8% | +54.7% | +1,761.2% | +1,116.0% |
| 5Y | +491.3% | +134.0% | +357.3% | +146.4% |
| All | +7,035.3% | +493.5% | +6,541.9% | +1,198.7% |
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