+301.0%
AEM vs ONTO
+268.0%
+33.1%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.0% | +1.3% | +0.5% |
| 7D | +3.0% | +9.4% | -6.4% | +2.0% |
| 30D | +12.5% | -4.4% | +16.9% | +12.7% |
| 3M | +26.9% | +1.6% | +25.3% | +25.4% |
| 6M | -9.4% | +45.3% | -54.7% | -13.4% |
| YTD | +20.3% | +76.4% | -56.1% | +13.6% |
| 1Y | +33.8% | +167.2% | -133.4% | +23.0% |
| 3Y | +349.8% | +116.6% | +233.3% | +311.7% |
| 5Y | +301.0% | +263.7% | +37.3% | +259.1% |
| All | +301.0% | +268.0% | +33.1% | +259.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling