+156.8%
BITO vs ONTO
+115.7%
+41.2%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.6% | -4.6% | -0.8% |
| 7D | -3.4% | +4.9% | -8.4% | -4.3% |
| 30D | +21.4% | -16.6% | +38.0% | +24.8% |
| 3M | +20.5% | -7.3% | +27.8% | +19.2% |
| 6M | +7.4% | +45.9% | -38.5% | -3.7% |
| YTD | -13.9% | +78.2% | -92.0% | -25.6% |
| 1Y | -35.1% | +159.8% | -194.9% | -47.6% |
| 3Y | +156.8% | +123.4% | +33.4% | +130.6% |
| All | +156.8% | +115.7% | +41.2% | +130.6% |
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