+115.8%
ADM vs ONTO
+476.3%
-360.5%
-54.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -2.9% | +5.6% | +3.0% |
| 7D | +4.2% | +17.5% | -13.3% | +2.4% |
| 30D | -12.8% | -15.7% | +2.8% | -11.8% |
| 3M | -8.5% | -39.7% | +31.3% | -4.5% |
| 6M | -10.9% | -26.5% | +15.6% | -10.6% |
| YTD | +29.4% | +29.0% | +0.4% | +19.6% |
| 1Y | +27.5% | +57.0% | -29.4% | +14.6% |
| 3Y | +10.3% | +50.0% | -39.7% | -9.3% |
| 5Y | +27.4% | +127.3% | -99.9% | -11.3% |
| All | +115.8% | +476.3% | -360.5% | -4.9% |
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