+390.5%
ONTO vs BLDR
+172.4%
+218.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -4.5% | +15.6% | +13.0% |
| 7D | -14.0% | -3.7% | -10.4% | -13.5% |
| 30D | -43.1% | +16.8% | -59.9% | -48.2% |
| 3M | -35.5% | -13.7% | -21.8% | -33.1% |
| 6M | -41.1% | -21.9% | -19.2% | -36.8% |
| YTD | +9.8% | -39.2% | +49.0% | +30.2% |
| 1Y | +31.5% | -42.6% | +74.2% | +59.4% |
| 3Y | +45.2% | -50.2% | +95.4% | +76.9% |
| 5Y | +86.7% | -7.0% | +93.7% | +63.9% |
| All | +390.5% | +172.4% | +218.1% | +146.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling