+881.6%
CRS vs ONTO
+661.2%
+220.4%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.4% | +1.2% | -0.8% |
| 7D | -4.1% | +6.5% | -10.6% | -6.8% |
| 30D | -16.6% | -15.9% | -0.7% | -11.1% |
| 3M | -14.3% | -0.2% | -14.1% | -18.6% |
| 6M | +11.6% | +38.7% | -27.2% | -9.7% |
| YTD | +42.6% | +70.4% | -27.8% | +4.0% |
| 1Y | +81.8% | +153.6% | -71.8% | +9.1% |
| 3Y | +632.1% | +109.2% | +522.9% | +287.4% |
| 5Y | +1,401.6% | +249.7% | +1,151.9% | +398.9% |
| All | +881.6% | +661.2% | +220.4% | +42.8% |
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