+62.9%
ELV vs ONTO
+688.0%
-625.1%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | -2.2% | +9.4% | -11.6% | -3.1% |
| 30D | -0.2% | -4.4% | +4.2% | -0.1% |
| 3M | -6.1% | +1.6% | -7.7% | -7.8% |
| 6M | +42.8% | +45.3% | -2.4% | +33.0% |
| YTD | +14.4% | +76.4% | -62.0% | +3.5% |
| 1Y | +28.6% | +167.2% | -138.5% | +9.6% |
| 3Y | -7.4% | +116.6% | -124.0% | -25.6% |
| 5Y | +14.5% | +263.7% | -249.3% | -24.4% |
| All | +62.9% | +688.0% | -625.1% | -30.3% |
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 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