+25.8%
EIX vs ONTO
+695.7%
-669.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +4.9% | -0.4% | +4.0% |
| 7D | +0.9% | +9.7% | -8.7% | 0.0% |
| 30D | -13.5% | -8.8% | -4.7% | -12.9% |
| 3M | -15.3% | +4.5% | -19.8% | -16.9% |
| 6M | -15.3% | +56.4% | -71.7% | -21.2% |
| YTD | +2.7% | +78.1% | -75.4% | -6.2% |
| 1Y | +17.4% | +171.3% | -153.8% | +1.4% |
| 3Y | -1.3% | +118.7% | -120.0% | -19.0% |
| 5Y | +27.2% | +269.4% | -242.2% | -11.4% |
| All | +25.8% | +695.7% | -669.9% | -40.5% |
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