+493.5%
ONTO vs BR
+74.5%
+419.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.2% |
| 7D | +34.4% | -1.3% | +35.7% | +35.1% |
| 30D | -20.4% | +13.7% | -34.1% | -25.5% |
| 3M | -37.8% | +13.8% | -51.7% | -42.5% |
| 6M | -24.6% | +29.7% | -54.3% | -36.7% |
| YTD | +32.8% | -12.6% | +45.4% | +40.4% |
| 1Y | +54.7% | -12.4% | +67.2% | +62.9% |
| 3Y | +54.7% | +14.1% | +40.6% | +27.5% |
| 5Y | +134.0% | +18.7% | +115.3% | +82.1% |
| All | +493.5% | +74.5% | +419.0% | +201.3% |
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