+508.7%
ONTO vs BTG
+100.2%
+408.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -2.4% | +11.3% | +9.5% |
| 7D | +16.4% | +1.4% | +15.0% | +15.8% |
| 30D | -21.4% | -1.1% | -20.3% | -21.5% |
| 3M | -32.7% | +2.5% | -35.3% | -33.5% |
| 6M | -25.2% | -3.1% | -22.1% | -25.6% |
| YTD | +36.2% | +16.3% | +19.9% | +28.4% |
| 1Y | +61.2% | +27.6% | +33.6% | +48.6% |
| 3Y | +58.7% | +89.5% | -30.9% | +27.8% |
| 5Y | +143.6% | +33.6% | +110.1% | +106.8% |
| All | +508.7% | +100.2% | +408.5% | +359.7% |
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