+388.5%
CAT vs ONTO
+449.2%
-60.7%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +12.0% | -4.8% | +3.8% |
| 7D | -2.4% | +1.4% | -3.8% | -3.2% |
| 30D | -25.0% | -34.1% | +9.1% | -16.4% |
| 3M | -28.7% | -37.1% | +8.3% | -20.1% |
| 6M | -33.0% | -31.8% | -1.1% | -27.7% |
| YTD | +5.4% | +22.9% | -17.5% | -3.3% |
| 1Y | +7.3% | +39.5% | -32.2% | -4.9% |
| 3Y | +166.0% | +57.7% | +108.4% | +107.4% |
| 5Y | +210.1% | +115.8% | +94.3% | +106.7% |
| All | +388.5% | +449.2% | -60.7% | +115.9% |
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 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