+180.0%
ALL vs ONTO
+695.7%
-515.7%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +4.9% | -7.2% | -2.7% |
| 7D | -1.7% | +9.7% | -11.4% | -2.4% |
| 30D | -4.7% | -8.8% | +4.1% | -4.3% |
| 3M | +18.4% | +4.5% | +13.9% | +16.1% |
| 6M | +20.5% | +56.4% | -35.9% | +12.5% |
| YTD | +23.5% | +78.1% | -54.5% | +13.0% |
| 1Y | +29.0% | +171.3% | -142.3% | +11.2% |
| 3Y | +153.7% | +118.7% | +35.0% | +104.8% |
| 5Y | +114.8% | +269.4% | -154.6% | +41.8% |
| All | +180.0% | +695.7% | -515.7% | +17.0% |
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