+71.6%
BP vs ONTO
+661.2%
-589.6%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +1.4% |
| 7D | +5.7% | +6.5% | -0.8% | +4.6% |
| 30D | +8.1% | -15.9% | +24.0% | +10.7% |
| 3M | +8.6% | -0.2% | +8.8% | +5.5% |
| 6M | +18.1% | +38.7% | -20.6% | +6.2% |
| YTD | +37.6% | +70.4% | -32.7% | +17.6% |
| 1Y | +39.4% | +153.6% | -114.2% | +8.3% |
| 3Y | +40.1% | +109.2% | -69.1% | -0.7% |
| 5Y | +141.3% | +249.7% | -108.4% | +28.2% |
| All | +71.6% | +661.2% | -589.6% | -49.2% |
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