+40.0%
ONTO vs BUD
+38.6%
+1.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +2.3% |
| 7D | -2.4% | +6.0% | -8.4% | +0.6% |
| 30D | -32.9% | +11.3% | -44.2% | -29.8% |
| 3M | -32.2% | +3.6% | -35.8% | -29.1% |
| 6M | -30.6% | +7.7% | -38.3% | -28.1% |
| YTD | +25.1% | +36.4% | -11.2% | +32.0% |
| 1Y | +40.0% | +37.8% | +2.2% | +46.7% |
| All | +40.0% | +38.6% | +1.4% | +46.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling