+376.8%
CAT vs ONTO
+459.0%
-82.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.8% | -4.2% | -2.9% |
| 7D | -6.3% | -2.4% | -3.9% | -6.1% |
| 30D | -26.8% | -32.9% | +6.1% | -18.9% |
| 3M | -30.0% | -32.2% | +2.2% | -23.2% |
| 6M | -34.6% | -30.6% | -4.0% | -29.8% |
| YTD | +2.9% | +25.1% | -22.2% | -6.1% |
| 1Y | +3.3% | +40.0% | -36.7% | -8.6% |
| 3Y | +153.7% | +45.7% | +108.0% | +102.4% |
| 5Y | +207.3% | +128.8% | +78.5% | +101.2% |
| All | +376.8% | +459.0% | -82.2% | +109.7% |
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