+1,251.0%
BE vs ONTO
+258.3%
+992.7%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +4.9% | +4.7% | +6.8% |
| 7D | +29.8% | +9.7% | +20.1% | +23.3% |
| 30D | +26.4% | -8.8% | +35.2% | +32.9% |
| 3M | +9.3% | +4.5% | +4.8% | +6.3% |
| 6M | +105.1% | +56.4% | +48.6% | +61.6% |
| YTD | +219.0% | +78.1% | +141.0% | +138.8% |
| 1Y | +418.8% | +171.3% | +247.5% | +218.8% |
| 3Y | +1,784.6% | +118.7% | +1,665.9% | +967.3% |
| 5Y | +1,251.0% | +269.4% | +981.6% | +393.1% |
| All | +1,251.0% | +258.3% | +992.7% | +393.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling