+43.1%
ONTO vs BRO
-3.8%
+47.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +4.2% | -12.9% | -4.2% |
| 7D | -17.4% | +12.2% | -29.5% | -5.9% |
| 30D | -43.2% | +21.3% | -64.5% | -29.0% |
| 3M | -35.7% | +4.1% | -39.8% | -29.8% |
| 6M | -38.3% | +28.9% | -67.2% | -18.9% |
| YTD | +17.1% | -6.6% | +23.7% | +40.1% |
| 1Y | +43.1% | -5.6% | +48.7% | +74.8% |
| All | +43.1% | -3.8% | +47.0% | +74.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 1y: compounded portfolio wealth divided by compounded BRO 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…
1y analysis · Full analysis span regression · 6 months rolling