+449.2%
ONTO vs BWA
+61.8%
+387.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.4% | +6.6% | +8.4% |
| 7D | +1.4% | -0.6% | +2.0% | +2.7% |
| 30D | -34.1% | -16.1% | -18.0% | -25.3% |
| 3M | -37.1% | -24.6% | -12.4% | -23.8% |
| 6M | -31.8% | -15.7% | -16.1% | -22.4% |
| YTD | +22.9% | +15.1% | +7.8% | +13.4% |
| 1Y | +39.5% | +15.9% | +23.6% | +27.6% |
| 3Y | +57.7% | +67.1% | -9.4% | +11.5% |
| 5Y | +115.8% | +34.7% | +81.1% | +66.9% |
| All | +449.2% | +61.8% | +387.4% | +185.5% |
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