+40.9%
BP vs ONTO
+168.3%
-127.4%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.0% | +2.7% | +1.8% |
| 7D | +4.0% | +9.4% | -5.4% | +4.3% |
| 30D | +7.8% | -4.4% | +12.3% | +7.7% |
| 3M | +8.4% | +1.6% | +6.8% | +8.4% |
| 6M | +15.1% | +45.3% | -30.2% | +14.8% |
| YTD | +36.4% | +76.4% | -39.9% | +34.3% |
| 1Y | +40.9% | +167.2% | -126.3% | +37.1% |
| All | +40.9% | +168.3% | -127.4% | +37.1% |
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 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