+1,683.6%
BE vs ONTO
+56.0%
+1,627.7%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +12.0% | -0.1% | +4.9% |
| 7D | -1.2% | +1.4% | -2.6% | -1.6% |
| 30D | -30.9% | -34.1% | +3.2% | -12.0% |
| 3M | -11.6% | -37.1% | +25.5% | +14.9% |
| 6M | -25.7% | -31.8% | +6.1% | -7.3% |
| YTD | +123.1% | +22.9% | +100.2% | +116.8% |
| 1Y | +43.4% | +39.5% | +3.9% | +33.1% |
| 3Y | +1,683.6% | +57.7% | +1,626.0% | +1,684.1% |
| All | +1,683.6% | +56.0% | +1,627.7% | +1,684.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling