+459.0%
ONTO vs BR
+75.9%
+383.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.7% |
| 7D | -2.4% | +5.0% | -7.4% | -4.7% |
| 30D | -32.9% | +16.6% | -49.6% | -37.9% |
| 3M | -32.2% | +12.0% | -44.2% | -36.8% |
| 6M | -30.6% | +30.7% | -61.4% | -42.0% |
| YTD | +25.1% | -11.9% | +37.1% | +31.9% |
| 1Y | +40.0% | -11.6% | +51.6% | +46.7% |
| 3Y | +45.7% | +15.0% | +30.7% | +19.8% |
| 5Y | +128.8% | +18.1% | +110.7% | +79.2% |
| All | +459.0% | +75.9% | +383.2% | +182.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 BR 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