+99.7%
ONTO vs BB
+38.2%
+61.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | 0.0% | +6.2% | +6.2% |
| 7D | -1.0% | -5.6% | +4.6% | +0.8% |
| 30D | -2.9% | -11.8% | +8.9% | +1.0% |
| 3M | -2.5% | -25.5% | +23.1% | +6.7% |
| 6M | +28.2% | +121.3% | -93.1% | +2.8% |
| YTD | +69.8% | +103.2% | -33.4% | +39.2% |
| 1Y | +162.9% | +102.6% | +60.3% | +114.3% |
| All | +99.7% | +38.2% | +61.5% | +52.2% |
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