+143.6%
ONTO vs BB
-11.2%
+154.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +2.8% | +6.0% | +7.8% |
| 7D | +16.4% | +7.3% | +9.1% | +14.0% |
| 30D | -21.4% | +11.2% | -32.7% | -24.4% |
| 3M | -32.7% | +4.7% | -37.4% | -34.3% |
| 6M | -25.2% | +51.1% | -76.3% | -36.0% |
| YTD | +36.2% | +148.0% | -111.8% | -3.5% |
| 1Y | +61.2% | +106.1% | -45.0% | +21.0% |
| 3Y | +58.7% | +158.2% | -99.6% | +1.0% |
| 5Y | +143.6% | -10.8% | +154.5% | +140.8% |
| All | +143.6% | -11.2% | +154.9% | +140.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling