+476.3%
ONTO vs BB
+69.5%
+406.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -2.4% | -0.5% | -2.2% |
| 7D | +17.5% | +1.8% | +15.7% | +17.1% |
| 30D | -15.7% | +8.1% | -23.8% | -17.2% |
| 3M | -39.7% | -1.0% | -38.7% | -39.7% |
| 6M | -26.5% | +45.9% | -72.4% | -33.1% |
| YTD | +29.0% | +134.8% | -105.8% | +3.9% |
| 1Y | +57.0% | +104.6% | -47.6% | +30.0% |
| 3Y | +50.0% | +152.8% | -102.8% | +13.1% |
| 5Y | +127.3% | -17.4% | +144.7% | +103.2% |
| All | +476.3% | +69.5% | +406.8% | +257.9% |
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