+130.7%
ONTO vs ZBH
-16.1%
+146.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -1.3% | -1.6% | -2.7% |
| 7D | +17.5% | -2.3% | +19.8% | +18.0% |
| 30D | -15.7% | +12.5% | -28.1% | -17.6% |
| 3M | -39.7% | +3.9% | -43.7% | -40.3% |
| 6M | -26.5% | +25.4% | -51.9% | -32.3% |
| YTD | +29.0% | +15.7% | +13.3% | +21.9% |
| 1Y | +57.0% | +15.2% | +41.8% | +48.4% |
| 3Y | +50.0% | +0.3% | +49.7% | +39.6% |
| All | +130.7% | -16.1% | +146.8% | +129.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling