+27.0%
BROS vs ONTO
+237.7%
-210.7%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +6.2% | -5.4% | -1.1% |
| 7D | -6.7% | -1.0% | -5.6% | -6.4% |
| 30D | -29.1% | -2.9% | -26.2% | -29.3% |
| 3M | -16.7% | -2.5% | -14.2% | -20.1% |
| 6M | -11.6% | +28.2% | -39.8% | -23.2% |
| YTD | -23.9% | +69.8% | -93.7% | -40.2% |
| 1Y | -34.8% | +162.9% | -197.7% | -56.6% |
| 3Y | +62.1% | +95.9% | -33.9% | +3.1% |
| All | +27.0% | +237.7% | -210.7% | -42.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling