+194.0%
BX vs ONTO
+476.3%
-282.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -2.9% | +4.3% | +2.3% |
| 7D | +0.6% | +17.5% | -16.9% | -4.5% |
| 30D | +14.2% | -15.7% | +29.9% | +17.9% |
| 3M | -18.7% | -39.7% | +21.0% | -8.1% |
| 6M | +2.5% | -26.5% | +29.0% | +3.4% |
| YTD | -18.8% | +29.0% | -47.8% | -34.8% |
| 1Y | -10.3% | +57.0% | -67.3% | -33.3% |
| 3Y | +35.4% | +50.0% | -14.6% | -12.7% |
| 5Y | +0.3% | +127.3% | -127.0% | -49.9% |
| All | +194.0% | +476.3% | -282.4% | -13.6% |
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