+45.2%
ONTO vs BR
+13.3%
+31.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.8% | +12.9% | +10.5% |
| 7D | -14.0% | +6.5% | -20.5% | -12.1% |
| 30D | -43.1% | +18.9% | -62.0% | -40.1% |
| 3M | -35.5% | +16.3% | -51.8% | -32.4% |
| 6M | -41.1% | +26.2% | -67.3% | -36.9% |
| YTD | +9.8% | -13.1% | +22.9% | +30.6% |
| 1Y | +31.5% | -10.5% | +42.0% | +53.8% |
| 3Y | +45.2% | +13.3% | +31.8% | +41.8% |
| All | +45.2% | +13.3% | +31.9% | +41.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling