+341.5%
ONTO vs BBWI
+79.8%
+261.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -6.2% | -9.4% | -13.9% |
| 7D | -29.7% | -3.1% | -26.6% | -29.1% |
| 30D | -50.3% | +23.1% | -73.4% | -53.5% |
| 3M | -43.5% | +7.3% | -50.8% | -45.6% |
| 6M | -48.9% | +22.6% | -71.5% | -53.2% |
| YTD | -1.2% | +13.3% | -14.5% | -8.7% |
| 1Y | +14.9% | -2.6% | +17.5% | +9.7% |
| 3Y | +31.2% | -25.9% | +57.1% | +31.0% |
| 5Y | +68.1% | -66.7% | +134.8% | +99.8% |
| All | +341.5% | +79.8% | +261.7% | +236.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling