+130.7%
ONTO vs BR
+18.8%
+111.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.5% | -3.4% | -3.0% |
| 7D | +17.5% | +1.1% | +16.4% | +17.3% |
| 30D | -15.7% | +14.4% | -30.0% | -18.4% |
| 3M | -39.7% | +12.4% | -52.1% | -41.8% |
| 6M | -26.5% | +35.4% | -61.9% | -34.9% |
| YTD | +29.0% | -12.2% | +41.2% | +42.6% |
| 1Y | +57.0% | -12.7% | +69.7% | +74.0% |
| 3Y | +50.0% | +14.3% | +35.7% | +29.2% |
| All | +130.7% | +18.8% | +111.9% | +73.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling