+18.5%
D vs ONTO
+154.8%
-136.3%
-9.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +6.2% | -6.6% | -0.3% |
| 7D | +1.5% | -1.0% | +2.5% | +1.5% |
| 30D | -2.6% | -2.9% | +0.3% | -2.5% |
| 3M | 0.0% | -2.5% | +2.5% | +0.2% |
| 6M | +7.4% | +28.2% | -20.9% | +8.0% |
| YTD | +15.9% | +69.8% | -53.9% | +17.2% |
| All | +18.5% | +154.8% | -136.3% | +18.3% |
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