+94.8%
AA vs ONTO
+476.3%
-381.5%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.9% | +1.1% | -0.6% |
| 7D | +0.5% | +17.5% | -17.0% | -6.1% |
| 30D | -0.6% | -15.7% | +15.1% | +4.5% |
| 3M | -19.7% | -39.7% | +20.1% | -4.5% |
| 6M | -41.6% | -26.5% | -15.1% | -39.4% |
| YTD | -24.6% | +29.0% | -53.6% | -41.4% |
| 1Y | +4.9% | +57.0% | -52.1% | -25.8% |
| 3Y | +66.8% | +50.0% | +16.8% | +0.2% |
| 5Y | -19.4% | +127.3% | -146.7% | -66.0% |
| All | +94.8% | +476.3% | -381.5% | -64.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling