+18.4%
BTDR vs ONTO
+113.5%
-95.0%
-78.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.1% |
| 7D | +14.8% | +9.4% | +5.4% | +9.0% |
| 30D | +41.8% | -4.4% | +46.3% | +43.8% |
| 3M | -29.2% | +1.6% | -30.8% | -31.8% |
| 6M | +66.2% | +45.3% | +20.9% | +29.0% |
| YTD | +10.0% | +76.4% | -66.4% | -23.4% |
| 1Y | -11.0% | +167.2% | -178.1% | -49.9% |
| All | +18.4% | +113.5% | -95.0% | -20.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling