+263.7%
ONTO vs BRO
+17.6%
+246.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.4% | +1.5% | -0.7% |
| 7D | +9.4% | -7.6% | +17.0% | +10.2% |
| 30D | -4.4% | -6.9% | +2.4% | -3.9% |
| 3M | +1.6% | +12.8% | -11.2% | -3.5% |
| 6M | +45.3% | -5.9% | +51.1% | +45.8% |
| YTD | +76.4% | -15.9% | +92.3% | +83.9% |
| 1Y | +167.2% | -28.1% | +195.3% | +196.4% |
| 3Y | +116.6% | -7.0% | +123.6% | +97.7% |
| 5Y | +263.7% | +18.0% | +245.7% | +190.0% |
| All | +263.7% | +17.6% | +246.1% | +190.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling