+73.5%
CART vs ONTO
+68.6%
+4.9%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.5% | +1.8% | -0.5% |
| 7D | +1.2% | +34.4% | -33.2% | -1.2% |
| 30D | +17.8% | -20.4% | +38.2% | +19.4% |
| 3M | +20.7% | -37.8% | +58.5% | +24.6% |
| 6M | +49.7% | -24.6% | +74.3% | +49.7% |
| YTD | +30.0% | +32.8% | -2.8% | +20.1% |
| 1Y | +48.4% | +54.7% | -6.3% | +33.7% |
| 3Y | +132.0% | +54.7% | +77.3% | +83.5% |
| All | +73.5% | +68.6% | +4.9% | +31.0% |
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