+29.9%
ALL vs ONTO
+54.9%
-25.0%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.5% | +4.2% | +1.3% |
| 7D | 0.0% | +34.4% | -34.4% | +5.2% |
| 30D | +12.8% | -20.4% | +33.3% | +9.8% |
| 3M | +4.7% | -37.8% | +42.5% | -1.2% |
| 6M | +24.9% | -24.6% | +49.5% | +23.6% |
| YTD | +30.0% | +32.8% | -2.8% | +39.2% |
| 1Y | +29.9% | +54.7% | -24.8% | +42.8% |
| All | +29.9% | +54.9% | -25.0% | +42.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling