+695.7%
ONTO vs BG
+174.7%
+521.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.4% | +0.5% | +2.9% |
| 7D | +9.7% | +2.4% | +7.3% | +8.4% |
| 30D | -8.8% | +15.0% | -23.9% | -15.1% |
| 3M | +4.5% | -0.7% | +5.2% | +3.8% |
| 6M | +56.4% | +7.5% | +48.9% | +48.4% |
| YTD | +78.1% | +41.6% | +36.5% | +47.0% |
| 1Y | +171.3% | +50.7% | +120.6% | +114.5% |
| 3Y | +118.7% | +20.3% | +98.4% | +87.0% |
| 5Y | +269.4% | +85.2% | +184.2% | +114.0% |
| All | +695.7% | +174.7% | +521.0% | +195.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling