+46.6%
BMY vs ONTO
+493.5%
-446.8%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.6% | -0.8% |
| 7D | -1.3% | +34.4% | -35.7% | -2.4% |
| 30D | +10.0% | -20.4% | +30.4% | +10.8% |
| 3M | -1.2% | -37.8% | +36.7% | +0.5% |
| 6M | +12.8% | -24.6% | +37.4% | +12.6% |
| YTD | +20.7% | +32.8% | -12.1% | +16.0% |
| 1Y | +32.6% | +54.7% | -22.1% | +26.3% |
| 3Y | +41.8% | +54.7% | -12.8% | +29.4% |
| 5Y | +29.0% | +134.0% | -105.0% | +8.6% |
| All | +46.6% | +493.5% | -446.8% | -5.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling