-2.1%
BROS vs ONTO
+156.6%
-158.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | -2.9% | +9.4% | +7.3% |
| 7D | +6.3% | +17.5% | -11.2% | +1.2% |
| 30D | -8.3% | -15.7% | +7.3% | -4.6% |
| 3M | -29.8% | -39.7% | +9.9% | -20.7% |
| 6M | -25.8% | -26.5% | +0.7% | -24.6% |
| YTD | -41.4% | +29.0% | -70.3% | -51.1% |
| 1Y | -35.2% | +57.0% | -92.1% | -49.5% |
| 3Y | +32.8% | +50.0% | -17.2% | -10.0% |
| 5Y | -42.2% | +127.3% | -169.4% | -70.0% |
| All | -2.1% | +156.6% | -158.7% | -52.8% |
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 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