+91.5%
ONTO vs BR
+19.3%
+72.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.8% | +12.9% | +11.4% |
| 7D | -14.0% | +6.5% | -20.5% | -15.3% |
| 30D | -43.1% | +18.9% | -62.0% | -45.5% |
| 3M | -35.5% | +16.3% | -51.8% | -38.6% |
| 6M | -41.1% | +26.2% | -67.3% | -46.2% |
| YTD | +9.8% | -13.1% | +22.9% | +21.5% |
| 1Y | +31.5% | -10.5% | +42.0% | +42.3% |
| 3Y | +45.2% | +13.3% | +31.8% | +25.3% |
| All | +91.5% | +19.3% | +72.2% | +42.9% |
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