+70.1%
ALB vs ONTO
+449.2%
-379.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +12.0% | -12.1% | -4.5% |
| 7D | +9.5% | +1.4% | +8.1% | +6.9% |
| 30D | -2.1% | -34.1% | +32.0% | +11.5% |
| 3M | -24.1% | -37.1% | +12.9% | -14.0% |
| 6M | -51.0% | -31.8% | -19.2% | -48.4% |
| YTD | -29.3% | +22.9% | -52.2% | -43.3% |
| 1Y | +3.2% | +39.5% | -36.3% | -22.0% |
| 3Y | -9.3% | +57.7% | -67.0% | -44.4% |
| 5Y | -61.6% | +115.8% | -177.4% | -81.2% |
| All | +70.1% | +449.2% | -379.1% | -46.8% |
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