+150.2%
ADM vs ONTO
+695.7%
-545.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.9% | -5.0% | -0.7% |
| 7D | -0.1% | +9.7% | -9.7% | -1.1% |
| 30D | +11.0% | -8.8% | +19.8% | +11.8% |
| 3M | +6.0% | +4.5% | +1.5% | +3.7% |
| 6M | +26.9% | +56.4% | -29.5% | +16.8% |
| YTD | +50.0% | +78.1% | -28.1% | +35.3% |
| 1Y | +39.6% | +171.3% | -131.7% | +17.8% |
| 3Y | +18.5% | +118.7% | -100.1% | -6.5% |
| 5Y | +62.6% | +269.4% | -206.8% | +4.4% |
| All | +150.2% | +695.7% | -545.5% | +7.6% |
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