+70.6%
BP vs ONTO
+493.5%
-422.8%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.5% | +3.7% | +1.6% |
| 7D | +2.5% | +34.4% | -31.9% | -2.3% |
| 30D | -5.6% | -20.4% | +14.9% | -3.0% |
| 3M | +8.0% | -37.8% | +45.9% | +14.6% |
| 6M | +5.7% | -24.6% | +30.2% | +5.5% |
| YTD | +36.8% | +32.8% | +4.0% | +19.9% |
| 1Y | +30.7% | +54.7% | -24.0% | +10.7% |
| 3Y | +51.6% | +54.7% | -3.1% | +12.8% |
| 5Y | +112.2% | +134.0% | -21.8% | +24.9% |
| All | +70.6% | +493.5% | -422.8% | -48.2% |
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