+189.6%
ALL vs ONTO
+508.7%
-319.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +8.9% | -8.5% | -0.1% |
| 7D | -2.6% | +16.4% | -18.9% | -3.5% |
| 30D | +12.7% | -21.4% | +34.2% | +14.0% |
| 3M | +0.4% | -32.7% | +33.1% | +2.3% |
| 6M | +23.8% | -25.2% | +49.0% | +23.3% |
| YTD | +27.8% | +36.2% | -8.4% | +18.2% |
| 1Y | +28.9% | +61.2% | -32.3% | +16.6% |
| 3Y | +113.9% | +58.7% | +55.2% | +77.4% |
| 5Y | +157.4% | +143.6% | +13.7% | +81.3% |
| All | +189.6% | +508.7% | -319.1% | +22.4% |
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