+238.0%
ONTO vs BLDR
+20.2%
+217.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.5% | +3.7% | +5.0% |
| 7D | -1.0% | -2.8% | +1.8% | +0.4% |
| 30D | -2.9% | -13.3% | +10.4% | +3.7% |
| 3M | -2.5% | -12.3% | +9.8% | +2.7% |
| 6M | +28.2% | -31.5% | +59.7% | +50.9% |
| YTD | +69.8% | -36.1% | +105.8% | +104.5% |
| 1Y | +162.9% | -54.1% | +217.0% | +269.4% |
| 3Y | +95.9% | -55.8% | +151.7% | +158.7% |
| All | +238.0% | +20.2% | +217.8% | +147.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling