+390.5%
ONTO vs BTG
+108.7%
+281.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.5% | +8.6% | +10.5% |
| 7D | -14.0% | +17.4% | -31.4% | -17.9% |
| 30D | -43.1% | +8.0% | -51.1% | -44.3% |
| 3M | -35.5% | +32.5% | -68.0% | -40.1% |
| 6M | -41.1% | +21.6% | -62.6% | -44.5% |
| YTD | +9.8% | +21.2% | -11.5% | +2.4% |
| 1Y | +31.5% | +43.9% | -12.4% | +18.0% |
| 3Y | +45.2% | +78.6% | -33.4% | +18.7% |
| 5Y | +86.7% | +48.8% | +37.9% | +53.9% |
| All | +390.5% | +108.7% | +281.8% | +266.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling