+211.4%
BX vs ONTO
+696.1%
-484.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +4.6% | -2.1% | +1.0% |
| 7D | -5.6% | +4.9% | -10.6% | -7.1% |
| 30D | -12.2% | -16.6% | +4.4% | -7.6% |
| 3M | +7.4% | -7.3% | +14.7% | +5.0% |
| 6M | +22.2% | +45.9% | -23.8% | -0.9% |
| YTD | -14.0% | +78.2% | -92.2% | -35.7% |
| 1Y | -27.3% | +159.8% | -187.1% | -53.7% |
| 3Y | +24.5% | +123.4% | -98.9% | -28.2% |
| 5Y | +18.9% | +265.8% | -246.9% | -48.1% |
| All | +211.4% | +696.1% | -484.7% | -14.8% |
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