+1.4%
CRM vs ONTO
+162.0%
-160.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +4.6% | -2.6% | +2.6% |
| 7D | -4.4% | +4.9% | -9.4% | -3.8% |
| 30D | +28.1% | -16.6% | +44.8% | +25.5% |
| 3M | +48.8% | -7.3% | +56.2% | +49.4% |
| 6M | +28.3% | +45.9% | -17.7% | +31.6% |
| YTD | -6.0% | +78.2% | -84.2% | -5.8% |
| 1Y | +1.4% | +159.8% | -158.4% | -1.5% |
| All | +1.4% | +162.0% | -160.5% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling