+30.6%
ONTO vs BTSG
+495.4%
-464.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTSG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.6% | -0.9% | -1.9% |
| 7D | +34.4% | +8.5% | +25.9% | +30.8% |
| 30D | -20.4% | +14.0% | -34.5% | -23.9% |
| 3M | -37.8% | +19.7% | -57.6% | -41.8% |
| 6M | -24.6% | +28.7% | -53.3% | -31.4% |
| YTD | +32.8% | +90.8% | -58.0% | +6.5% |
| 1Y | +54.7% | +112.4% | -57.7% | +20.2% |
| All | +30.6% | +495.4% | -464.8% | -24.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling