+68.1%
ONTO vs BUD
+50.9%
+17.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +1.8% | -17.4% | -16.0% |
| 7D | -29.7% | +7.1% | -36.8% | -30.9% |
| 30D | -50.3% | +12.7% | -62.9% | -52.0% |
| 3M | -43.5% | 0.0% | -43.5% | -43.7% |
| 6M | -48.9% | +7.6% | -56.4% | -50.6% |
| YTD | -1.2% | +35.0% | -36.2% | -12.3% |
| 1Y | +14.9% | +37.6% | -22.7% | +1.1% |
| 3Y | +31.2% | +51.5% | -20.3% | +7.0% |
| 5Y | +68.1% | +50.2% | +17.8% | +38.8% |
| All | +68.1% | +50.9% | +17.2% | +38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling