+341.5%
ONTO vs BWA
+49.5%
+292.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -5.7% | -9.9% | -11.9% |
| 7D | -29.7% | -10.8% | -18.9% | -23.7% |
| 30D | -50.3% | -25.0% | -25.3% | -39.6% |
| 3M | -43.5% | -28.6% | -14.8% | -29.1% |
| 6M | -48.9% | -16.6% | -32.3% | -41.5% |
| YTD | -1.2% | +6.3% | -7.5% | -4.4% |
| 1Y | +14.9% | +7.2% | +7.7% | +10.2% |
| 3Y | +31.2% | +48.2% | -17.0% | -0.2% |
| 5Y | +68.1% | +23.4% | +44.6% | +37.1% |
| All | +341.5% | +49.5% | +292.0% | +140.9% |
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 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