+26.3%
BP vs ONTO
+36.2%
-9.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.8% | -1.8% | 0.0% |
| 7D | -6.3% | -2.4% | -3.9% | -6.4% |
| 30D | -3.6% | -32.9% | +29.3% | -5.5% |
| 3M | +5.2% | -32.2% | +37.5% | +3.5% |
| 6M | +5.3% | -30.6% | +35.9% | +4.0% |
| YTD | +33.1% | +25.1% | +8.0% | +31.3% |
| 1Y | +26.3% | +40.0% | -13.7% | +24.9% |
| All | +26.3% | +36.2% | -9.9% | +24.9% |
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