-35.7%
AUR vs ONTO
+329.6%
-365.3%
-93.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | -0.7% |
| 7D | +1.4% | +4.9% | -3.5% | -1.0% |
| 30D | -6.4% | -16.6% | +10.2% | +2.0% |
| 3M | +7.7% | -7.3% | +15.0% | +7.0% |
| 6M | +44.5% | +45.9% | -1.4% | +9.8% |
| YTD | +67.4% | +78.2% | -10.7% | +13.2% |
| 1Y | +15.4% | +159.8% | -144.4% | -37.4% |
| 3Y | +94.8% | +123.4% | -28.6% | -2.8% |
| 5Y | -35.1% | +265.8% | -300.9% | -75.3% |
| All | -35.7% | +329.6% | -365.3% | -75.6% |
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