+1,580.2%
BE vs ONTO
+104.0%
+1,476.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | +6.2% | +1.2% | +4.0% |
| 7D | +20.0% | -1.0% | +21.0% | +20.5% |
| 30D | +7.9% | -2.9% | +10.8% | +8.0% |
| 3M | -13.2% | -2.5% | -10.8% | -12.1% |
| 6M | +53.5% | +28.2% | +25.2% | +37.7% |
| YTD | +191.0% | +69.8% | +121.2% | +134.6% |
| 1Y | +360.5% | +162.9% | +197.6% | +218.8% |
| All | +1,580.2% | +104.0% | +1,476.2% | +1,158.5% |
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