+508.7%
ONTO vs BLDR
+171.5%
+337.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -0.9% | +9.8% | +9.3% |
| 7D | +16.4% | -10.3% | +26.7% | +22.0% |
| 30D | -21.4% | +19.6% | -41.0% | -29.2% |
| 3M | -32.7% | -17.0% | -15.8% | -29.2% |
| 6M | -25.2% | -16.7% | -8.5% | -21.9% |
| YTD | +36.2% | -39.4% | +75.6% | +61.9% |
| 1Y | +61.2% | -41.7% | +102.9% | +94.0% |
| 3Y | +58.7% | -49.9% | +108.5% | +92.7% |
| 5Y | +143.6% | -7.6% | +151.2% | +114.4% |
| All | +508.7% | +171.5% | +337.2% | +206.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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