+43.1%
ONTO vs BWA
+17.4%
+25.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -2.5% | -6.1% | -6.9% |
| 7D | -17.4% | -9.9% | -7.5% | -11.2% |
| 30D | -43.2% | -16.4% | -26.8% | -35.7% |
| 3M | -35.7% | -19.8% | -15.9% | -25.0% |
| 6M | -38.3% | -10.0% | -28.3% | -30.1% |
| YTD | +17.1% | +12.7% | +4.3% | +20.6% |
| 1Y | +43.1% | +15.7% | +27.5% | +46.6% |
| All | +43.1% | +17.4% | +25.8% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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