+188.4%
ALL vs ONTO
+459.0%
-270.6%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.8% | +1.1% | +2.8% |
| 7D | -0.1% | -2.4% | +2.3% | -0.2% |
| 30D | +13.8% | -32.9% | +46.8% | +16.2% |
| 3M | -2.8% | -32.2% | +29.4% | -1.2% |
| 6M | +23.7% | -30.6% | +54.3% | +23.7% |
| YTD | +27.3% | +25.1% | +2.2% | +18.3% |
| 1Y | +30.5% | +40.0% | -9.5% | +19.5% |
| 3Y | +113.0% | +45.7% | +67.3% | +77.5% |
| 5Y | +157.6% | +128.8% | +28.8% | +81.0% |
| All | +188.4% | +459.0% | -270.6% | +22.5% |
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