+459.0%
ONTO vs BB
+74.1%
+384.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.0% |
| 7D | -2.4% | +11.6% | -14.0% | -5.0% |
| 30D | -32.9% | +2.6% | -35.5% | -33.3% |
| 3M | -32.2% | +3.5% | -35.7% | -33.0% |
| 6M | -30.6% | +43.5% | -74.1% | -36.7% |
| YTD | +25.1% | +141.2% | -116.0% | +0.1% |
| 1Y | +40.0% | +97.4% | -57.4% | +16.9% |
| 3Y | +45.7% | +151.1% | -105.4% | +9.8% |
| 5Y | +128.8% | -12.8% | +141.6% | +102.3% |
| All | +459.0% | +74.1% | +384.9% | +244.5% |
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