+174.6%
ARM vs ONTO
+35.1%
+139.5%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.7% | +11.1% | -6.3% | -2.1% |
| 7D | -15.2% | -14.0% | -1.2% | -7.2% |
| 30D | -40.7% | -43.1% | +2.4% | -16.4% |
| 3M | -39.1% | -35.5% | -3.6% | -22.0% |
| 6M | -26.4% | -41.1% | +14.7% | -1.9% |
| YTD | +59.7% | +9.8% | +50.0% | +41.8% |
| 1Y | +10.3% | +31.5% | -21.2% | -13.3% |
| 3Y | +228.9% | +45.2% | +183.7% | +126.2% |
| All | +174.6% | +35.1% | +139.5% | +89.6% |
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