+341.5%
ONTO vs BAH
+48.5%
+293.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +1.2% | -16.8% | -15.8% |
| 7D | -29.7% | +6.0% | -35.7% | -30.6% |
| 30D | -50.3% | +31.1% | -81.4% | -53.1% |
| 3M | -43.5% | +25.2% | -68.6% | -46.6% |
| 6M | -48.9% | +18.9% | -67.8% | -51.5% |
| YTD | -1.2% | +8.3% | -9.5% | -5.1% |
| 1Y | +14.9% | +6.2% | +8.7% | +10.9% |
| 3Y | +31.2% | -22.8% | +54.0% | +36.0% |
| 5Y | +68.1% | +13.6% | +54.5% | +42.8% |
| All | +341.5% | +48.5% | +293.1% | +221.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling