+238.0%
ONTO vs BAH
-3.4%
+241.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +6.4% |
| 7D | -1.0% | -3.2% | +2.2% | -0.6% |
| 30D | -2.9% | +2.0% | -4.9% | -3.4% |
| 3M | -2.5% | -7.6% | +5.2% | -0.7% |
| 6M | +28.2% | -5.7% | +33.9% | +28.4% |
| YTD | +69.8% | -11.7% | +81.5% | +72.0% |
| 1Y | +162.9% | -27.4% | +190.3% | +180.7% |
| 3Y | +95.9% | -32.5% | +128.5% | +106.6% |
| All | +238.0% | -3.4% | +241.4% | +201.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 5y: compounded portfolio wealth divided by compounded BAH 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…
5y analysis · Full analysis span regression · 6 months rolling