+43.1%
ONTO vs BG
+7.2%
+36.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +2.4% | -11.1% | -8.5% |
| 7D | -17.4% | -3.8% | -13.6% | -17.5% |
| 30D | -43.2% | -9.6% | -33.6% | -43.3% |
| 3M | -35.7% | -8.5% | -27.2% | -36.3% |
| 6M | -38.3% | -23.0% | -15.3% | -36.3% |
| YTD | +17.1% | +10.9% | +6.2% | +19.0% |
| 1Y | +43.1% | +6.0% | +37.2% | +42.9% |
| All | +43.1% | +7.2% | +36.0% | +42.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 1y: compounded portfolio wealth divided by compounded BG 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…
1y analysis · Full analysis span regression · 6 months rolling