+390.5%
ONTO vs BHP
+172.9%
+217.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.7% | +9.4% | +9.8% |
| 7D | -14.0% | +0.9% | -15.0% | -14.7% |
| 30D | -43.1% | -6.3% | -36.8% | -40.0% |
| 3M | -35.5% | -7.1% | -28.4% | -31.6% |
| 6M | -41.1% | -3.2% | -37.9% | -38.9% |
| YTD | +9.8% | +37.9% | -28.1% | -11.8% |
| 1Y | +31.5% | +49.7% | -18.2% | -0.4% |
| 3Y | +45.2% | +51.7% | -6.5% | +6.8% |
| 5Y | +86.7% | +122.0% | -35.3% | -3.9% |
| All | +390.5% | +172.9% | +217.6% | +81.8% |
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