+171.3%
ONTO vs BR
-30.9%
+202.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.4% | +2.7% |
| 7D | +9.7% | -5.9% | +15.6% | +4.1% |
| 30D | -8.8% | +1.9% | -10.7% | -6.4% |
| 3M | +4.5% | +14.7% | -10.1% | +23.0% |
| 6M | +56.4% | -12.8% | +69.2% | +55.9% |
| YTD | +78.1% | -23.0% | +101.1% | +71.4% |
| 1Y | +171.3% | -31.7% | +202.9% | +139.7% |
| All | +171.3% | -30.9% | +202.2% | +139.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling