+278.7%
ADI vs ONTO
+688.0%
-409.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | +2.6% | +9.4% | -6.7% | -1.1% |
| 30D | -4.6% | -4.4% | -0.2% | -3.8% |
| 3M | -9.5% | +1.6% | -11.1% | -13.4% |
| 6M | +14.8% | +45.3% | -30.4% | -6.7% |
| YTD | +35.8% | +76.4% | -40.5% | +0.3% |
| 1Y | +48.9% | +167.2% | -118.2% | -9.6% |
| 3Y | +115.6% | +116.6% | -1.0% | +22.9% |
| 5Y | +135.1% | +263.7% | -128.6% | -5.1% |
| All | +278.7% | +688.0% | -409.3% | -14.7% |
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