+32.2%
EEM vs ONTO
+124.4%
-92.2%
-33.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | +0.2% |
| 7D | +2.7% | +17.5% | -14.8% | -0.6% |
| 30D | -5.4% | -15.7% | +10.3% | -3.0% |
| 3M | -8.6% | -39.7% | +31.1% | -0.9% |
| 6M | -8.9% | -26.5% | +17.6% | -6.1% |
| YTD | +11.9% | +29.0% | -17.1% | +4.1% |
| 1Y | +13.1% | +57.0% | -43.9% | +1.6% |
| 3Y | +70.7% | +50.0% | +20.7% | +43.0% |
| All | +32.2% | +124.4% | -92.2% | -6.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling