+238.0%
ONTO vs BG
+76.3%
+161.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.2% | +7.3% | +6.4% |
| 7D | -1.0% | +2.8% | -3.8% | -1.8% |
| 30D | -2.9% | +12.0% | -14.9% | -5.9% |
| 3M | -2.5% | -7.7% | +5.2% | -0.6% |
| 6M | +28.2% | +4.5% | +23.7% | +25.7% |
| YTD | +69.8% | +35.7% | +34.1% | +55.2% |
| 1Y | +162.9% | +50.1% | +112.8% | +132.3% |
| 3Y | +95.9% | +12.6% | +83.3% | +83.8% |
| All | +238.0% | +76.3% | +161.7% | +146.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling