+115.5%
C vs ONTO
+493.5%
-377.9%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.5% | +2.4% | +0.6% |
| 7D | +4.7% | +34.4% | -29.7% | -3.7% |
| 30D | +0.2% | -20.4% | +20.6% | +5.1% |
| 3M | -9.3% | -37.8% | +28.5% | +0.7% |
| 6M | -0.8% | -24.6% | +23.7% | +0.6% |
| YTD | +8.5% | +32.8% | -24.3% | -8.9% |
| 1Y | +23.1% | +54.7% | -31.6% | -1.7% |
| 3Y | +220.8% | +54.7% | +166.1% | +122.9% |
| 5Y | +112.4% | +134.0% | -21.6% | +13.8% |
| All | +115.5% | +493.5% | -377.9% | -41.6% |
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