+33.7%
BP vs ONTO
+104.0%
-70.3%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.6% | +0.4% |
| 7D | +3.9% | -1.0% | +5.0% | +4.0% |
| 30D | +7.6% | -2.9% | +10.5% | +7.5% |
| 3M | +0.7% | -2.5% | +3.2% | +0.1% |
| 6M | +15.5% | +28.2% | -12.7% | +12.9% |
| YTD | +30.8% | +69.8% | -38.9% | +25.6% |
| 1Y | +34.3% | +162.9% | -128.6% | +25.3% |
| All | +33.7% | +104.0% | -70.3% | +20.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling