+161.9%
BTI vs ONTO
+661.2%
-499.3%
-39.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +1.1% |
| 7D | -2.0% | +6.5% | -8.5% | -2.3% |
| 30D | -3.4% | -15.9% | +12.5% | -2.7% |
| 3M | -9.0% | -0.2% | -8.8% | -9.9% |
| 6M | -5.0% | +38.7% | -43.8% | -8.4% |
| YTD | -0.3% | +70.4% | -70.7% | -5.5% |
| 1Y | +3.1% | +153.6% | -150.5% | -5.4% |
| 3Y | +111.0% | +109.2% | +1.8% | +85.2% |
| 5Y | +117.0% | +249.7% | -132.7% | +68.0% |
| All | +161.9% | +661.2% | -499.3% | +57.4% |
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