+658.6%
ONTO vs BR
+57.6%
+601.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -3.4% | +9.5% | +7.8% |
| 7D | -1.0% | -5.3% | +4.3% | +1.4% |
| 30D | -2.9% | +6.4% | -9.3% | -6.6% |
| 3M | -2.5% | +13.6% | -16.1% | -10.9% |
| 6M | +28.2% | -6.7% | +34.9% | +29.6% |
| YTD | +69.8% | -21.1% | +90.9% | +90.5% |
| 1Y | +162.9% | -29.6% | +192.4% | +218.4% |
| 3Y | +95.9% | -2.4% | +98.3% | +79.0% |
| 5Y | +244.5% | +11.2% | +233.2% | +173.7% |
| All | +658.6% | +57.6% | +601.0% | +308.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling