+449.2%
ONTO vs BB
+75.6%
+373.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.5% | +6.5% | +10.5% |
| 7D | +1.4% | +15.0% | -13.6% | -2.1% |
| 30D | -34.1% | +3.5% | -37.6% | -34.6% |
| 3M | -37.1% | +2.7% | -39.7% | -37.7% |
| 6M | -31.8% | +44.7% | -76.6% | -38.0% |
| YTD | +22.9% | +143.3% | -120.4% | -1.9% |
| 1Y | +39.5% | +102.2% | -62.7% | +15.8% |
| 3Y | +57.7% | +156.1% | -98.4% | +18.3% |
| 5Y | +115.8% | -17.6% | +133.4% | +92.1% |
| All | +449.2% | +75.6% | +373.6% | +237.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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