+41.7%
BMY vs ONTO
+156.1%
-114.4%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.4% | +2.4% | -1.0% |
| 7D | -6.4% | +6.5% | -12.9% | -6.3% |
| 30D | +0.2% | -15.9% | +16.1% | +0.2% |
| 3M | +16.0% | -0.2% | +16.1% | +14.1% |
| 6M | +8.3% | +38.7% | -30.4% | +4.3% |
| YTD | +22.2% | +70.4% | -48.2% | +16.2% |
| 1Y | +41.7% | +153.6% | -111.9% | +28.7% |
| All | +41.7% | +156.1% | -114.4% | +28.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling