Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • OWL vs ONTO✓SelectedUSD · ONTOOWL vs ONTO performance historyLatest closeAs of-0.76%09/04
Stock and ETF performance explorer

OWL vs ONTO

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-29.7%
ONTO return
+162.8%
Excess return
-192.5%
Maximum drawdown
-55.4%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for 1y.

Portfolio and benchmark returns by period
PeriodPortfolioONTOExcessAlpha
1D-0.8%+6.2%-6.9%-1.8%
7D-2.2%-1.0%-1.2%-2.1%
30D+3.7%-2.9%+6.6%+3.5%
3M+17.5%-2.5%+20.0%+13.6%
6M+18.5%+28.2%-9.7%+5.8%
YTD-16.3%+69.8%-86.1%-30.6%
1Y-29.7%+162.9%-192.6%-46.2%
All-29.7%+162.8%-192.5%-46.2%

Cumulative growth

Daily Returns

Daily percentage return beside ONTO.

Daily Out/Under-Performance

Portfolio return minus ONTO return. Positive bars indicate outperformance.

Daily Alpha

Portfolio daily return minus β × ONTO 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 1y: compounded portfolio wealth divided by compounded ONTO 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…

1y analysis · Full analysis span regression · 6 months rolling