+118.7%
ONTO vs BTG
+101.2%
+17.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.9% | +7.7% | +5.5% |
| 7D | +9.7% | +4.8% | +4.8% | +8.3% |
| 30D | -8.8% | +8.3% | -17.2% | -10.7% |
| 3M | +4.5% | +32.3% | -27.8% | -2.5% |
| 6M | +56.4% | +3.0% | +53.5% | +51.9% |
| YTD | +78.1% | +21.9% | +56.2% | +68.0% |
| 1Y | +171.3% | +28.2% | +143.1% | +154.1% |
| 3Y | +118.7% | +99.9% | +18.8% | +91.2% |
| All | +118.7% | +101.2% | +17.4% | +91.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling