+459.0%
ONTO vs BHP
+177.1%
+282.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +3.4% |
| 7D | -2.4% | +3.8% | -6.2% | -4.9% |
| 30D | -32.9% | -6.5% | -26.5% | -29.0% |
| 3M | -32.2% | -8.5% | -23.7% | -27.3% |
| 6M | -30.6% | -2.2% | -28.5% | -28.6% |
| YTD | +25.1% | +40.0% | -14.9% | -0.5% |
| 1Y | +40.0% | +51.3% | -11.3% | +5.4% |
| 3Y | +45.7% | +56.5% | -10.8% | +4.9% |
| 5Y | +128.8% | +130.2% | -1.4% | +14.7% |
| All | +459.0% | +177.1% | +282.0% | +105.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 10y: compounded portfolio wealth divided by compounded BHP 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…
10y analysis · Full analysis span regression · 6 months rolling