+269.4%
ONTO vs BR
+9.8%
+259.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.5% | +7.4% | +5.6% |
| 7D | +9.7% | -5.9% | +15.6% | +11.4% |
| 30D | -8.8% | +1.9% | -10.7% | -9.9% |
| 3M | +4.5% | +14.7% | -10.1% | -1.7% |
| 6M | +56.4% | -12.8% | +69.2% | +66.7% |
| YTD | +78.1% | -23.0% | +101.1% | +103.1% |
| 1Y | +171.3% | -31.7% | +202.9% | +233.5% |
| 3Y | +118.7% | -4.8% | +123.4% | +104.8% |
| 5Y | +269.4% | +7.8% | +261.6% | +178.5% |
| All | +269.4% | +9.8% | +259.6% | +178.5% |
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