+449.2%
ONTO vs BBWI
+77.2%
+372.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.9% | +10.1% | +11.5% |
| 7D | +1.4% | -6.2% | +7.5% | +3.2% |
| 30D | -34.1% | +25.5% | -59.6% | -38.7% |
| 3M | -37.1% | +8.0% | -45.0% | -39.6% |
| 6M | -31.8% | +12.7% | -44.5% | -36.0% |
| YTD | +22.9% | +11.6% | +11.3% | +14.0% |
| 1Y | +39.5% | -0.9% | +40.4% | +32.3% |
| 3Y | +57.7% | -22.7% | +80.4% | +55.5% |
| 5Y | +115.8% | -67.2% | +183.0% | +157.3% |
| All | +449.2% | +77.2% | +372.1% | +320.2% |
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