+108.7%
ONTO vs BG
+16.9%
+91.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.3% |
| 7D | -1.0% | +2.8% | -3.8% | -1.5% |
| 30D | -2.9% | +12.0% | -14.9% | -4.8% |
| 3M | -2.5% | -7.7% | +5.2% | -0.8% |
| 6M | +28.2% | +4.5% | +23.7% | +26.9% |
| YTD | +69.8% | +35.7% | +34.1% | +60.9% |
| 1Y | +162.9% | +50.1% | +112.8% | +143.9% |
| All | +108.7% | +16.9% | +91.9% | +96.3% |
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