+44.2%
BP vs ONTO
+45.4%
-1.2%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +11.1% | -11.5% | -0.6% |
| 7D | -11.6% | -14.0% | +2.4% | -11.4% |
| 30D | 0.0% | -43.1% | +43.1% | +0.9% |
| 3M | +6.7% | -35.5% | +42.3% | +7.2% |
| 6M | +2.2% | -41.1% | +43.2% | +2.4% |
| YTD | +33.0% | +9.8% | +23.2% | +28.6% |
| 1Y | +30.7% | +31.5% | -0.8% | +25.0% |
| 3Y | +44.2% | +45.2% | -1.0% | +32.8% |
| All | +44.2% | +45.4% | -1.2% | +32.8% |
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