+106.8%
C vs ONTO
+390.5%
-283.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +11.1% | -10.6% | -2.5% |
| 7D | -2.4% | -14.0% | +11.6% | +1.0% |
| 30D | -6.0% | -43.1% | +37.1% | +8.2% |
| 3M | -10.5% | -35.5% | +25.0% | -2.2% |
| 6M | -5.7% | -41.1% | +35.4% | +2.4% |
| YTD | +4.1% | +9.8% | -5.6% | -7.8% |
| 1Y | +20.5% | +31.5% | -11.0% | +0.6% |
| 3Y | +208.1% | +45.2% | +163.0% | +114.8% |
| 5Y | +110.4% | +86.7% | +23.7% | +20.9% |
| All | +106.8% | +390.5% | -283.6% | -40.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling