+15.0%
EEM vs ONTO
+46.1%
-31.1%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -8.7% | +9.5% | +2.9% |
| 7D | -3.0% | -17.4% | +14.4% | +1.3% |
| 30D | -10.3% | -43.2% | +32.9% | +2.1% |
| 3M | -6.6% | -35.7% | +29.1% | +2.1% |
| 6M | -3.4% | -38.3% | +34.9% | +4.5% |
| YTD | +13.2% | +17.1% | -3.9% | +6.4% |
| 1Y | +15.0% | +43.1% | -28.1% | +5.4% |
| All | +15.0% | +46.1% | -31.1% | +5.4% |
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