+54.7%
ONTO vs BR
-12.6%
+67.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -3.3% |
| 7D | +34.4% | -1.3% | +35.7% | +32.6% |
| 30D | -20.4% | +13.7% | -34.1% | -7.9% |
| 3M | -37.8% | +13.8% | -51.7% | -26.7% |
| 6M | -24.6% | +29.7% | -54.3% | +4.4% |
| YTD | +32.8% | -12.6% | +45.4% | +55.3% |
| 1Y | +54.7% | -12.4% | +67.2% | +82.8% |
| All | +54.7% | -12.6% | +67.3% | +82.8% |
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