+390.5%
ONTO vs ZBH
-14.5%
+405.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.2% | +12.3% | +11.5% |
| 7D | -14.0% | +11.7% | -25.7% | -17.9% |
| 30D | -43.1% | +19.3% | -62.4% | -47.1% |
| 3M | -35.5% | +8.9% | -44.4% | -38.5% |
| 6M | -41.1% | +28.2% | -69.2% | -48.8% |
| YTD | +9.8% | +18.4% | -8.6% | -1.6% |
| 1Y | +31.5% | +20.6% | +10.9% | +16.7% |
| 3Y | +45.2% | -0.6% | +45.8% | +33.6% |
| 5Y | +86.7% | -19.7% | +106.5% | +91.9% |
| All | +390.5% | -14.5% | +405.0% | +409.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling