+493.5%
ONTO vs BBWI
+71.6%
+421.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.9% | +0.4% | -1.7% |
| 7D | +34.4% | -4.5% | +38.9% | +36.1% |
| 30D | -20.4% | +17.1% | -37.6% | -24.5% |
| 3M | -37.8% | +17.5% | -55.3% | -41.7% |
| 6M | -24.6% | +12.8% | -37.4% | -29.2% |
| YTD | +32.8% | +8.2% | +24.7% | +24.3% |
| 1Y | +54.7% | -1.8% | +56.5% | +47.0% |
| 3Y | +54.7% | -25.8% | +80.4% | +54.2% |
| 5Y | +134.0% | -68.0% | +202.0% | +181.2% |
| All | +493.5% | +71.6% | +421.8% | +358.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling