+91.5%
ONTO vs BBWI
-67.9%
+159.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.3% | +14.3% | +12.1% |
| 7D | -14.0% | -6.2% | -7.8% | -12.3% |
| 30D | -43.1% | +19.9% | -63.0% | -46.9% |
| 3M | -35.5% | +7.1% | -42.7% | -38.3% |
| 6M | -41.1% | +13.7% | -54.7% | -45.5% |
| YTD | +9.8% | +9.6% | +0.2% | +0.9% |
| 1Y | +31.5% | -1.6% | +33.2% | +23.8% |
| 3Y | +45.2% | -25.9% | +71.0% | +42.7% |
| All | +91.5% | -67.9% | +159.4% | +172.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling