+43.1%
ONTO vs ZBH
+11.3%
+31.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +13.5% | -22.2% | -2.5% |
| 7D | -17.4% | +14.3% | -31.6% | -11.5% |
| 30D | -43.2% | +20.3% | -63.5% | -37.6% |
| 3M | -35.7% | +15.3% | -51.0% | -30.3% |
| 6M | -38.3% | +33.9% | -72.2% | -31.9% |
| YTD | +17.1% | +23.5% | -6.4% | +32.4% |
| 1Y | +43.1% | +7.9% | +35.3% | +58.3% |
| All | +43.1% | +11.3% | +31.8% | +58.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 1y: compounded portfolio wealth divided by compounded ZBH 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…
1y analysis · Full analysis span regression · 6 months rolling