+459.0%
ONTO vs BG
+120.5%
+338.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.6% |
| 7D | -2.4% | +5.0% | -7.4% | -4.6% |
| 30D | -32.9% | -3.2% | -29.7% | -32.3% |
| 3M | -32.2% | -11.2% | -21.0% | -29.5% |
| 6M | -30.6% | -19.4% | -11.2% | -25.2% |
| YTD | +25.1% | +13.6% | +11.5% | +13.1% |
| 1Y | +40.0% | +7.3% | +32.8% | +29.7% |
| 3Y | +45.7% | +3.8% | +41.9% | +31.0% |
| 5Y | +128.8% | +23.2% | +105.6% | +69.0% |
| All | +459.0% | +120.5% | +338.6% | +127.6% |
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