+476.3%
ONTO vs BWA
+60.1%
+416.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.2% | -2.7% | -2.8% |
| 7D | +17.5% | +4.3% | +13.2% | +14.6% |
| 30D | -15.7% | -13.0% | -2.6% | -6.7% |
| 3M | -39.7% | -24.8% | -14.9% | -26.8% |
| 6M | -26.5% | -23.5% | -3.0% | -10.9% |
| YTD | +29.0% | +13.8% | +15.1% | +19.9% |
| 1Y | +57.0% | +13.4% | +43.5% | +45.7% |
| 3Y | +50.0% | +62.8% | -12.8% | +7.8% |
| 5Y | +127.3% | +28.5% | +98.8% | +81.0% |
| All | +476.3% | +60.1% | +416.3% | +201.9% |
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