+71.7%
ELV vs ONTO
+661.2%
-589.4%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -3.4% | +8.8% | +5.7% |
| 7D | +0.9% | +6.5% | -5.7% | +0.1% |
| 30D | +7.2% | -15.9% | +23.1% | +8.8% |
| 3M | +3.4% | -0.2% | +3.6% | +1.6% |
| 6M | +48.6% | +38.7% | +9.9% | +39.0% |
| YTD | +20.6% | +70.4% | -49.8% | +9.4% |
| 1Y | +38.5% | +153.6% | -115.1% | +18.7% |
| 3Y | -2.4% | +109.2% | -111.6% | -21.3% |
| 5Y | +25.3% | +249.7% | -224.4% | -16.8% |
| All | +71.7% | +661.2% | -589.4% | -26.3% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling