+6.7%
BSX vs ONTO
+476.3%
-469.7%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.7% |
| 7D | +3.7% | +17.5% | -13.8% | +1.7% |
| 30D | +3.1% | -15.7% | +18.8% | +4.5% |
| 3M | -14.2% | -39.7% | +25.5% | -9.7% |
| 6M | -16.4% | -26.5% | +10.0% | -16.6% |
| YTD | -53.5% | +29.0% | -82.5% | -58.2% |
| 1Y | -57.8% | +57.0% | -114.7% | -63.4% |
| 3Y | -17.4% | +50.0% | -67.4% | -34.0% |
| 5Y | +5.4% | +127.3% | -121.9% | -28.2% |
| All | +6.7% | +476.3% | -469.7% | -52.3% |
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 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