+199.6%
ARM vs ONTO
+58.8%
+140.9%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | -2.9% | -1.7% | -2.8% |
| 7D | +9.1% | +17.5% | -8.4% | -1.3% |
| 30D | -19.9% | -15.7% | -4.3% | -11.4% |
| 3M | -31.6% | -39.7% | +8.1% | -7.5% |
| 6M | -13.9% | -26.5% | +12.6% | +0.1% |
| YTD | +74.3% | +29.0% | +45.3% | +40.0% |
| 1Y | +35.8% | +57.0% | -21.2% | -4.1% |
| 3Y | +268.6% | +50.0% | +218.6% | +146.7% |
| All | +199.6% | +58.8% | +140.9% | +87.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling