+341.5%
ONTO vs BUD
+15.2%
+326.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | +1.8% | -17.4% | -16.4% |
| 7D | -29.7% | +7.1% | -36.8% | -32.2% |
| 30D | -50.3% | +12.7% | -62.9% | -53.4% |
| 3M | -43.5% | 0.0% | -43.5% | -44.5% |
| 6M | -48.9% | +7.6% | -56.4% | -52.0% |
| YTD | -1.2% | +35.0% | -36.2% | -17.7% |
| 1Y | +14.9% | +37.6% | -22.7% | -5.5% |
| 3Y | +31.2% | +51.5% | -20.3% | -2.3% |
| 5Y | +68.1% | +50.2% | +17.8% | +23.0% |
| All | +341.5% | +15.2% | +326.3% | +225.8% |
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 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