+22.6%
BROS vs ONTO
+250.8%
-228.2%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.0% | -1.0% | -1.7% |
| 7D | -6.6% | +9.4% | -16.0% | -9.1% |
| 30D | -12.3% | -4.4% | -7.9% | -12.0% |
| 3M | -22.2% | +1.6% | -23.8% | -26.1% |
| 6M | -14.3% | +45.3% | -59.5% | -28.3% |
| YTD | -26.6% | +76.4% | -102.9% | -42.9% |
| 1Y | -31.5% | +167.2% | -198.7% | -54.6% |
| 3Y | +62.3% | +116.6% | -54.3% | -0.9% |
| All | +22.6% | +250.8% | -228.2% | -44.9% |
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 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