+238.0%
ONTO vs BTG
+72.3%
+165.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +6.5% |
| 7D | -1.0% | -0.9% | -0.1% | -0.9% |
| 30D | -2.9% | +36.8% | -39.7% | -9.6% |
| 3M | -2.5% | +23.1% | -25.6% | -7.5% |
| 6M | +28.2% | +3.5% | +24.7% | +24.9% |
| YTD | +69.8% | +25.5% | +44.3% | +59.2% |
| 1Y | +162.9% | +40.1% | +122.8% | +141.7% |
| 3Y | +95.9% | +101.1% | -5.2% | +63.7% |
| All | +238.0% | +72.3% | +165.7% | +181.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling