+390.5%
ONTO vs BUD
+13.5%
+377.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.5% | +12.5% | +11.7% |
| 7D | -14.0% | +4.5% | -18.5% | -16.2% |
| 30D | -43.1% | +12.5% | -55.6% | -46.7% |
| 3M | -35.5% | 0.0% | -35.5% | -36.7% |
| 6M | -41.1% | +3.8% | -44.9% | -43.7% |
| YTD | +9.8% | +33.1% | -23.3% | -8.1% |
| 1Y | +31.5% | +35.5% | -4.0% | +8.7% |
| 3Y | +45.2% | +49.4% | -4.2% | +8.7% |
| 5Y | +86.7% | +48.0% | +38.7% | +37.4% |
| All | +390.5% | +13.5% | +377.0% | +263.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 10y: compounded portfolio wealth divided by compounded BUD 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…
10y analysis · Full analysis span regression · 6 months rolling