-1.0%
BSX vs ONTO
+268.0%
-269.0%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +0.9% | 0.0% |
| 7D | -7.0% | +9.4% | -16.4% | -7.8% |
| 30D | -10.9% | -4.4% | -6.5% | -10.7% |
| 3M | -8.2% | +1.6% | -9.8% | -9.9% |
| 6M | -37.5% | +45.3% | -82.7% | -41.6% |
| YTD | -52.8% | +76.4% | -129.2% | -57.1% |
| 1Y | -58.4% | +167.2% | -225.6% | -64.3% |
| 3Y | -16.5% | +116.6% | -133.1% | -31.0% |
| 5Y | -1.0% | +263.7% | -264.7% | -30.9% |
| All | -1.0% | +268.0% | -269.0% | -30.9% |
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