+15.3%
BTDR vs ONTO
+311.8%
-296.5%
-79.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -3.4% | -3.1% | -5.1% |
| 7D | -3.2% | +6.5% | -9.7% | -5.6% |
| 30D | +32.7% | -15.9% | +48.6% | +41.8% |
| 3M | -28.4% | -0.2% | -28.2% | -29.0% |
| 6M | +51.7% | +38.7% | +13.0% | +32.8% |
| YTD | +2.9% | +70.4% | -67.5% | -16.0% |
| 1Y | -15.5% | +153.6% | -169.1% | -38.8% |
| 3Y | 0.0% | +109.2% | -109.2% | -19.2% |
| 5Y | +16.5% | +249.7% | -233.3% | -6.4% |
| All | +15.3% | +311.8% | -296.5% | -7.1% |
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