+449.2%
ONTO vs ZBH
-12.3%
+461.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.6% | +9.4% | +11.1% |
| 7D | +1.4% | +11.3% | -9.9% | -2.8% |
| 30D | -34.1% | +21.5% | -55.6% | -39.1% |
| 3M | -37.1% | +12.5% | -49.6% | -40.6% |
| 6M | -31.8% | +32.3% | -64.1% | -41.4% |
| YTD | +22.9% | +21.4% | +1.5% | +9.3% |
| 1Y | +39.5% | +23.7% | +15.8% | +22.8% |
| 3Y | +57.7% | +7.0% | +50.6% | +39.9% |
| 5Y | +115.8% | -13.2% | +129.0% | +113.6% |
| All | +449.2% | -12.3% | +461.5% | +466.1% |
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