+449.2%
ONTO vs BIDU
-22.3%
+471.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -1.0% | +13.0% | +12.4% |
| 7D | +1.4% | +5.4% | -4.0% | -0.7% |
| 30D | -34.1% | -5.0% | -29.1% | -32.7% |
| 3M | -37.1% | -26.1% | -10.9% | -29.7% |
| 6M | -31.8% | -42.6% | +10.7% | -16.9% |
| YTD | +22.9% | -38.0% | +60.9% | +44.5% |
| 1Y | +39.5% | -35.7% | +75.2% | +61.0% |
| 3Y | +57.7% | -22.9% | +80.6% | +61.1% |
| 5Y | +115.8% | -49.9% | +165.7% | +139.2% |
| All | +449.2% | -22.3% | +471.5% | +278.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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