+658.6%
ONTO vs BIDU
-4.6%
+663.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +4.1% | +2.1% | +4.6% |
| 7D | -1.0% | +2.4% | -3.4% | -1.9% |
| 30D | -2.9% | -10.5% | +7.6% | +1.1% |
| 3M | -2.5% | -26.2% | +23.8% | +9.1% |
| 6M | +28.2% | -16.4% | +44.6% | +35.7% |
| YTD | +69.8% | -23.9% | +93.6% | +85.3% |
| 1Y | +162.9% | +1.3% | +161.6% | +153.9% |
| 3Y | +95.9% | -32.1% | +128.0% | +110.5% |
| 5Y | +244.5% | -39.0% | +283.5% | +253.2% |
| All | +658.6% | -4.6% | +663.2% | +384.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling