+476.3%
ONTO vs BRO
+110.3%
+366.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +2.0% | -4.8% | -3.4% |
| 7D | +17.5% | -0.3% | +17.8% | +17.5% |
| 30D | -15.7% | +11.3% | -26.9% | -19.7% |
| 3M | -39.7% | +0.7% | -40.4% | -41.1% |
| 6M | -26.5% | +32.9% | -59.4% | -39.3% |
| YTD | +29.0% | -8.8% | +37.8% | +28.4% |
| 1Y | +57.0% | -9.2% | +66.2% | +56.0% |
| 3Y | +50.0% | +0.1% | +49.9% | +28.4% |
| 5Y | +127.3% | +15.6% | +111.6% | +68.5% |
| All | +476.3% | +110.3% | +366.0% | +214.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling