+1.5%
CARR vs ONTO
+115.7%
-114.1%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +4.6% | -3.1% | +0.5% |
| 7D | -3.8% | +4.9% | -8.7% | -4.8% |
| 30D | -8.9% | -16.6% | +7.7% | -5.7% |
| 3M | -17.3% | -7.3% | -10.0% | -17.7% |
| 6M | -1.4% | +45.9% | -47.3% | -11.8% |
| YTD | +10.0% | +78.2% | -68.2% | -6.3% |
| 1Y | -6.4% | +159.8% | -166.2% | -27.1% |
| 3Y | +1.5% | +123.4% | -121.9% | -28.1% |
| All | +1.5% | +115.7% | -114.1% | -28.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling