-34.9%
DOW vs ONTO
+113.5%
-148.3%
-62.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.4% | -0.5% |
| 7D | -6.0% | +9.4% | -15.4% | -6.9% |
| 30D | -2.7% | -4.4% | +1.7% | -2.6% |
| 3M | -10.5% | +1.6% | -12.1% | -12.7% |
| 6M | -12.4% | +45.3% | -57.7% | -20.8% |
| YTD | +30.0% | +76.4% | -46.3% | +12.4% |
| 1Y | +27.8% | +167.2% | -139.4% | +1.4% |
| All | -34.9% | +113.5% | -148.3% | -52.0% |
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