+54.7%
ONTO vs BG
+6.6%
+48.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.3% | -2.2% | -2.5% |
| 7D | +34.4% | +1.5% | +33.0% | +34.5% |
| 30D | -20.4% | -7.0% | -13.4% | -20.5% |
| 3M | -37.8% | -10.0% | -27.9% | -37.9% |
| 6M | -24.6% | -19.8% | -4.8% | -22.2% |
| YTD | +32.8% | +14.3% | +18.5% | +36.0% |
| 1Y | +54.7% | +6.5% | +48.2% | +51.6% |
| All | +54.7% | +6.6% | +48.1% | +51.6% |
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 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