+76.3%
DE vs ONTO
+113.5%
-37.2%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.4% |
| 7D | -3.0% | +9.4% | -12.4% | -3.9% |
| 30D | +11.1% | -4.4% | +15.6% | +11.4% |
| 3M | +17.6% | +1.6% | +16.0% | +16.2% |
| 6M | +13.6% | +45.3% | -31.7% | +7.8% |
| YTD | +46.3% | +76.4% | -30.1% | +36.3% |
| 1Y | +44.2% | +167.2% | -123.0% | +28.7% |
| All | +76.3% | +113.5% | -37.2% | +48.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling