-5.6%
DOW vs ONTO
+476.3%
-482.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | +0.2% |
| 7D | +5.2% | +17.5% | -12.3% | +1.7% |
| 30D | +13.2% | -15.7% | +28.8% | +15.7% |
| 3M | +10.1% | -39.7% | +49.8% | +19.4% |
| 6M | -13.1% | -26.5% | +13.4% | -13.3% |
| YTD | +46.1% | +29.0% | +17.1% | +22.3% |
| 1Y | +50.0% | +57.0% | -6.9% | +18.7% |
| 3Y | -20.2% | +50.0% | -70.2% | -43.7% |
| 5Y | -27.7% | +127.3% | -154.9% | -59.4% |
| All | -5.6% | +476.3% | -482.0% | -69.9% |
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