+389.6%
BE vs ONTO
+168.3%
+221.3%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.0% | -1.9% | -2.1% |
| 7D | +23.9% | +9.4% | +14.6% | +15.3% |
| 30D | +27.8% | -4.4% | +32.3% | +31.6% |
| 3M | +3.7% | +1.6% | +2.1% | -2.0% |
| 6M | +78.0% | +45.3% | +32.7% | +17.7% |
| YTD | +209.9% | +76.4% | +133.6% | +75.8% |
| 1Y | +389.6% | +167.2% | +222.4% | +130.3% |
| All | +389.6% | +168.3% | +221.3% | +130.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling