+132.9%
ECHO vs ONTO
+688.0%
-555.1%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.0% | -1.3% | -2.0% |
| 7D | +5.3% | +9.4% | -4.0% | +3.0% |
| 30D | +2.4% | -4.4% | +6.9% | +3.1% |
| 3M | -21.8% | +1.6% | -23.4% | -24.1% |
| 6M | -16.9% | +45.3% | -62.2% | -27.1% |
| YTD | -16.0% | +76.4% | -92.3% | -30.2% |
| 1Y | +9.3% | +167.2% | -157.9% | -18.9% |
| 3Y | +406.2% | +116.6% | +289.7% | +258.1% |
| 5Y | +251.0% | +263.7% | -12.8% | +99.5% |
| All | +132.9% | +688.0% | -555.1% | -9.9% |
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