+54.5%
ONTO vs ZBH
+1.0%
+53.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.7% | +0.2% | -2.9% |
| 7D | +34.4% | -2.1% | +36.6% | +33.9% |
| 30D | -20.4% | +13.6% | -34.0% | -18.4% |
| 3M | -37.8% | +7.1% | -44.9% | -36.5% |
| 6M | -24.6% | +26.1% | -50.6% | -23.2% |
| YTD | +32.8% | +17.2% | +15.6% | +36.6% |
| 1Y | +54.7% | +17.4% | +37.3% | +59.1% |
| All | +54.5% | +1.0% | +53.5% | +49.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling