+92.8%
CI vs ONTO
+459.0%
-366.2%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.8% | +0.8% | +2.4% |
| 7D | +2.6% | -2.4% | +5.0% | +2.6% |
| 30D | +7.3% | -32.9% | +40.3% | +10.4% |
| 3M | +9.5% | -32.2% | +41.7% | +11.9% |
| 6M | +6.4% | -30.6% | +37.0% | +7.1% |
| YTD | +12.0% | +25.1% | -13.1% | +4.5% |
| 1Y | +20.1% | +40.0% | -19.9% | +10.3% |
| 3Y | +9.6% | +45.7% | -36.1% | -8.8% |
| 5Y | +52.7% | +128.8% | -76.1% | +6.7% |
| All | +92.8% | +459.0% | -366.2% | -16.0% |
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