+658.6%
ONTO vs BWA
+112.4%
+546.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.8% | +3.4% | +4.4% |
| 7D | -1.0% | +5.7% | -6.7% | -4.4% |
| 30D | -2.9% | +1.4% | -4.3% | -3.5% |
| 3M | -2.5% | -12.1% | +9.6% | +6.6% |
| 6M | +28.2% | +28.6% | -0.4% | +11.4% |
| YTD | +69.8% | +51.1% | +18.7% | +30.2% |
| 1Y | +162.9% | +55.9% | +107.0% | +96.8% |
| 3Y | +95.9% | +70.1% | +25.8% | +33.3% |
| 5Y | +244.5% | +90.7% | +153.8% | +110.8% |
| All | +658.6% | +112.4% | +546.2% | +228.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling