+658.6%
ONTO vs BUD
+8.6%
+650.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | -1.0% | +0.3% | -1.3% | -1.2% |
| 30D | -2.9% | -5.7% | +2.8% | -0.6% |
| 3M | -2.5% | +3.1% | -5.6% | -5.3% |
| 6M | +28.2% | +7.9% | +20.3% | +21.4% |
| YTD | +69.8% | +27.3% | +42.4% | +47.3% |
| 1Y | +162.9% | +37.8% | +125.1% | +117.3% |
| 3Y | +95.9% | +49.8% | +46.1% | +47.0% |
| 5Y | +244.5% | +43.8% | +200.6% | +159.5% |
| All | +658.6% | +8.6% | +650.0% | +483.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling