+45.2%
ONTO vs BG
+1.9%
+43.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.6% | +10.5% | +11.0% |
| 7D | -14.0% | +2.5% | -16.6% | -14.3% |
| 30D | -43.1% | -6.1% | -37.0% | -42.7% |
| 3M | -35.5% | -8.5% | -27.0% | -35.2% |
| 6M | -41.1% | -20.4% | -20.7% | -39.2% |
| YTD | +9.8% | +13.3% | -3.5% | +6.0% |
| 1Y | +31.5% | +7.3% | +24.3% | +28.0% |
| 3Y | +45.2% | +2.6% | +42.6% | +35.7% |
| All | +45.2% | +1.9% | +43.2% | +35.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling