+30.7%
ONTO vs BB
+122.6%
-91.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -4.5% | -11.1% | -14.1% |
| 7D | -29.7% | -8.9% | -20.8% | -27.3% |
| 30D | -50.3% | -12.6% | -37.6% | -48.0% |
| 3M | -43.5% | -4.1% | -39.4% | -43.0% |
| 6M | -48.9% | +49.5% | -98.3% | -54.8% |
| YTD | -1.2% | +120.8% | -122.0% | -23.4% |
| 1Y | +14.9% | +76.2% | -61.3% | -5.1% |
| All | +30.7% | +122.6% | -91.9% | -10.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling