+449.2%
ONTO vs BTG
+119.5%
+329.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.2% | +6.8% | +10.7% |
| 7D | +1.4% | +19.1% | -17.7% | -3.3% |
| 30D | -34.1% | +8.2% | -42.3% | -35.5% |
| 3M | -37.1% | +13.3% | -50.4% | -39.2% |
| 6M | -31.8% | +8.1% | -39.9% | -33.9% |
| YTD | +22.9% | +27.5% | -4.6% | +13.4% |
| 1Y | +39.5% | +47.1% | -7.6% | +24.5% |
| 3Y | +57.7% | +105.8% | -48.1% | +24.6% |
| 5Y | +115.8% | +55.8% | +60.0% | +76.1% |
| All | +449.2% | +119.5% | +329.7% | +305.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling