+8.0%
ONTO vs BTSG
+459.6%
-451.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.0% | +9.1% | +10.4% |
| 7D | -14.0% | +0.4% | -14.4% | -13.8% |
| 30D | -43.1% | +5.3% | -48.3% | -44.0% |
| 3M | -35.5% | +10.8% | -46.3% | -38.0% |
| 6M | -41.1% | +27.3% | -68.4% | -46.2% |
| YTD | +9.8% | +79.3% | -69.5% | -10.1% |
| 1Y | +31.5% | +106.0% | -74.5% | +3.4% |
| All | +8.0% | +459.6% | -451.6% | -35.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTSG.
Daily Out/Under-Performance
Portfolio return minus BTSG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTSG 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 BTSG 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