+45.2%
ONTO vs BUD
+49.3%
-4.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.5% | +12.5% | +10.9% |
| 7D | -14.0% | +4.5% | -18.5% | -13.5% |
| 30D | -43.1% | +12.5% | -55.6% | -42.6% |
| 3M | -35.5% | 0.0% | -35.5% | -34.8% |
| 6M | -41.1% | +3.8% | -44.9% | -40.7% |
| YTD | +9.8% | +33.1% | -23.3% | +7.9% |
| 1Y | +31.5% | +35.5% | -4.0% | +29.0% |
| 3Y | +45.2% | +49.4% | -4.2% | +52.0% |
| All | +45.2% | +49.3% | -4.2% | +52.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling