+138.0%
C vs ONTO
+658.6%
-520.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +6.2% | -6.5% | -2.0% |
| 7D | +3.6% | -1.0% | +4.7% | +3.8% |
| 30D | +0.1% | -2.9% | +3.0% | -0.3% |
| 3M | +2.4% | -2.5% | +4.9% | -0.9% |
| 6M | +24.9% | +28.2% | -3.3% | +9.7% |
| YTD | +19.8% | +69.8% | -50.0% | -4.0% |
| 1Y | +44.9% | +162.9% | -118.0% | -0.1% |
| 3Y | +263.0% | +95.9% | +167.0% | +140.3% |
| 5Y | +129.5% | +244.5% | -115.0% | +8.7% |
| All | +138.0% | +658.6% | -520.6% | -38.4% |
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