+162.9%
ONTO vs BTG
+38.4%
+124.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +6.7% |
| 7D | -1.0% | -0.9% | -0.1% | -0.8% |
| 30D | -2.9% | +36.8% | -39.7% | -13.6% |
| 3M | -2.5% | +23.1% | -25.6% | -10.7% |
| 6M | +28.2% | +3.5% | +24.7% | +22.6% |
| YTD | +69.8% | +25.5% | +44.3% | +51.0% |
| 1Y | +162.9% | +40.1% | +122.8% | +118.2% |
| All | +162.9% | +38.4% | +124.5% | +118.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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