+476.3%
ONTO vs BUD
+14.7%
+461.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -3.4% |
| 7D | +17.5% | +1.0% | +16.5% | +17.0% |
| 30D | -15.7% | +6.7% | -22.3% | -19.0% |
| 3M | -39.7% | +5.7% | -45.4% | -42.3% |
| 6M | -26.5% | +5.8% | -32.3% | -30.5% |
| YTD | +29.0% | +34.4% | -5.4% | +7.5% |
| 1Y | +57.0% | +33.3% | +23.7% | +31.0% |
| 3Y | +50.0% | +48.8% | +1.2% | +12.8% |
| 5Y | +127.3% | +52.5% | +74.7% | +64.4% |
| All | +476.3% | +14.7% | +461.7% | +325.5% |
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