+45.2%
ONTO vs BB
+132.4%
-87.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +4.4% | +6.7% | +9.5% |
| 7D | -14.0% | +3.8% | -17.8% | -15.1% |
| 30D | -43.1% | -0.3% | -42.7% | -42.9% |
| 3M | -35.5% | -0.5% | -35.1% | -35.7% |
| 6M | -41.1% | +45.9% | -87.0% | -47.5% |
| YTD | +9.8% | +130.6% | -120.8% | -16.1% |
| 1Y | +31.5% | +89.2% | -57.7% | +6.1% |
| 3Y | +45.2% | +137.5% | -92.3% | -2.1% |
| All | +45.2% | +132.4% | -87.3% | -2.1% |
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 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