+214.2%
ARM vs ONTO
+63.5%
+150.7%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.5% | +0.7% | -0.2% |
| 7D | +19.8% | +34.4% | -14.6% | -0.6% |
| 30D | -21.8% | -20.4% | -1.3% | -10.3% |
| 3M | -26.5% | -37.8% | +11.3% | -2.5% |
| 6M | -3.9% | -24.6% | +20.6% | +9.8% |
| YTD | +82.8% | +32.8% | +49.9% | +44.1% |
| 1Y | +34.3% | +54.7% | -20.4% | -4.3% |
| 3Y | +282.2% | +54.7% | +227.5% | +150.9% |
| All | +214.2% | +63.5% | +150.7% | +92.6% |
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