+171.3%
ONTO vs BG
+50.6%
+120.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +4.4% | +0.5% | +4.5% |
| 7D | +9.7% | +2.4% | +7.3% | +9.4% |
| 30D | -8.8% | +15.0% | -23.9% | -10.2% |
| 3M | +4.5% | -0.7% | +5.2% | +6.1% |
| 6M | +56.4% | +7.5% | +48.9% | +55.7% |
| YTD | +78.1% | +41.6% | +36.5% | +71.3% |
| 1Y | +171.3% | +50.7% | +120.6% | +156.0% |
| All | +171.3% | +50.6% | +120.6% | +156.0% |
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