+3.4%
BSX vs ONTO
+696.1%
-692.7%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -4.9% | -0.9% |
| 7D | -10.1% | +4.9% | -15.0% | -10.7% |
| 30D | -16.4% | -16.6% | +0.2% | -14.6% |
| 3M | -8.9% | -7.3% | -1.5% | -9.9% |
| 6M | -38.3% | +45.9% | -84.2% | -44.0% |
| YTD | -54.9% | +78.2% | -133.1% | -60.7% |
| 1Y | -58.8% | +159.8% | -218.6% | -66.7% |
| 3Y | -21.2% | +123.4% | -144.6% | -40.1% |
| 5Y | -3.3% | +265.8% | -269.1% | -38.9% |
| All | +3.4% | +696.1% | -692.7% | -55.1% |
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