+180.3%
ALL vs ONTO
+449.2%
-268.9%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +12.0% | -12.4% | -1.0% |
| 7D | -3.9% | +1.4% | -5.2% | -4.1% |
| 30D | +10.6% | -34.1% | +44.7% | +13.0% |
| 3M | -4.6% | -37.1% | +32.5% | -2.5% |
| 6M | +20.2% | -31.8% | +52.0% | +20.3% |
| YTD | +23.7% | +22.9% | +0.8% | +15.1% |
| 1Y | +27.9% | +39.5% | -11.6% | +16.9% |
| 3Y | +109.2% | +57.7% | +51.5% | +70.8% |
| 5Y | +148.0% | +115.8% | +32.2% | +76.6% |
| All | +180.3% | +449.2% | -268.9% | +19.2% |
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