+658.6%
ONTO vs BHP
+208.8%
+449.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.4% |
| 7D | -1.0% | -2.9% | +1.9% | +1.2% |
| 30D | -2.9% | +3.4% | -6.3% | -5.5% |
| 3M | -2.5% | +4.1% | -6.5% | -4.7% |
| 6M | +28.2% | +20.6% | +7.6% | +12.6% |
| YTD | +69.8% | +56.1% | +13.7% | +23.6% |
| 1Y | +162.9% | +69.6% | +93.3% | +80.5% |
| 3Y | +95.9% | +78.8% | +17.1% | +26.6% |
| 5Y | +244.5% | +113.1% | +131.4% | +83.2% |
| All | +658.6% | +208.8% | +449.8% | +154.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling