+25.1%
BROS vs ONTO
+254.2%
-229.1%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.9% | -6.4% | -2.9% |
| 7D | -0.9% | +9.7% | -10.6% | -3.7% |
| 30D | -13.5% | -8.8% | -4.6% | -11.9% |
| 3M | -18.4% | +4.5% | -22.9% | -23.3% |
| 6M | -10.6% | +56.4% | -67.0% | -27.0% |
| YTD | -25.1% | +78.1% | -103.1% | -41.9% |
| 1Y | -28.6% | +171.3% | -199.9% | -52.9% |
| 3Y | +65.6% | +118.7% | -53.1% | +0.8% |
| All | +25.1% | +254.2% | -229.1% | -43.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling