+4.9%
BND vs ONTO
+661.2%
-656.3%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -3.4% | +2.8% | -0.6% |
| 7D | -0.9% | +6.5% | -7.4% | -1.0% |
| 30D | -1.0% | -15.9% | +15.0% | -0.7% |
| 3M | -1.2% | -0.2% | -1.1% | -1.4% |
| 6M | -2.0% | +38.7% | -40.7% | -2.7% |
| YTD | -1.2% | +70.4% | -71.5% | -2.2% |
| 1Y | -0.5% | +153.6% | -154.1% | -2.2% |
| 3Y | +12.4% | +109.2% | -96.8% | +9.7% |
| 5Y | -2.5% | +249.7% | -252.2% | -6.8% |
| All | +4.9% | +661.2% | -656.3% | -6.3% |
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