+22.5%
BMY vs ONTO
+118.2%
-95.7%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.9% | -8.1% | -3.2% |
| 7D | -3.3% | +9.7% | -13.0% | -3.3% |
| 30D | 0.0% | -8.8% | +8.8% | -0.1% |
| 3M | +17.7% | +4.5% | +13.2% | +17.2% |
| 6M | +9.6% | +56.4% | -46.8% | +8.8% |
| YTD | +24.0% | +78.1% | -54.1% | +23.0% |
| 1Y | +45.1% | +171.3% | -126.2% | +44.2% |
| 3Y | +22.5% | +118.7% | -96.2% | +20.1% |
| All | +22.5% | +118.2% | -95.7% | +20.1% |
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 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