+658.6%
ONTO vs ZBH
-20.8%
+679.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.5% |
| 7D | -1.0% | -2.8% | +1.8% | +0.1% |
| 30D | -2.9% | -0.1% | -2.8% | -3.2% |
| 3M | -2.5% | +13.4% | -15.9% | -9.6% |
| 6M | +28.2% | +3.0% | +25.2% | +23.6% |
| YTD | +69.8% | +9.7% | +60.1% | +58.5% |
| 1Y | +162.9% | -5.4% | +168.3% | +159.3% |
| 3Y | +95.9% | -15.6% | +111.5% | +97.2% |
| 5Y | +244.5% | -28.1% | +272.6% | +273.7% |
| All | +658.6% | -20.8% | +679.4% | +720.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling