+91.8%
CI vs ONTO
+508.7%
-417.0%
-41.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +8.9% | -9.4% | -1.2% |
| 7D | -1.3% | +16.4% | -17.7% | -2.7% |
| 30D | +6.4% | -21.4% | +27.8% | +8.0% |
| 3M | +10.7% | -32.7% | +43.4% | +13.4% |
| 6M | +5.5% | -25.2% | +30.7% | +5.5% |
| YTD | +11.4% | +36.2% | -24.9% | +3.2% |
| 1Y | +15.0% | +61.2% | -46.1% | +4.3% |
| 3Y | +9.0% | +58.7% | -49.7% | -10.0% |
| 5Y | +52.0% | +143.6% | -91.7% | +6.2% |
| All | +91.8% | +508.7% | -417.0% | -17.0% |
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