+390.5%
ONTO vs BWA
+53.5%
+336.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.7% | +8.4% | +9.3% |
| 7D | -14.0% | -5.5% | -8.6% | -10.2% |
| 30D | -43.1% | -21.7% | -21.3% | -32.6% |
| 3M | -35.5% | -25.6% | -9.9% | -21.1% |
| 6M | -41.1% | -17.4% | -23.6% | -32.0% |
| YTD | +9.8% | +9.2% | +0.6% | +4.6% |
| 1Y | +31.5% | +9.7% | +21.8% | +24.4% |
| 3Y | +45.2% | +54.6% | -9.5% | +7.6% |
| 5Y | +86.7% | +26.8% | +59.9% | +49.8% |
| All | +390.5% | +53.5% | +336.9% | +163.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling