+54.7%
ONTO vs BB
+100.9%
-46.2%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -3.0% | +0.5% | -1.2% |
| 7D | +34.4% | +9.0% | +25.5% | +30.2% |
| 30D | -20.4% | +7.7% | -28.1% | -22.4% |
| 3M | -37.8% | +4.0% | -41.8% | -39.0% |
| 6M | -24.6% | +46.6% | -71.2% | -27.6% |
| YTD | +32.8% | +140.6% | -107.8% | +8.0% |
| 1Y | +54.7% | +103.1% | -48.4% | +27.1% |
| All | +54.7% | +100.9% | -46.2% | +27.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling