-2.1%
ELV vs ONTO
+51.5%
-53.6%
-50.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.8% | -0.1% |
| 7D | +1.0% | +17.5% | -16.6% | +1.2% |
| 30D | +0.4% | -15.7% | +16.0% | +0.4% |
| 3M | +8.4% | -39.7% | +48.1% | +8.4% |
| 6M | +8.4% | -26.5% | +34.9% | +8.0% |
| YTD | +24.4% | +29.0% | -4.6% | +22.4% |
| 1Y | +33.5% | +57.0% | -23.5% | +31.0% |
| 3Y | -2.1% | +50.0% | -52.1% | -0.7% |
| All | -2.1% | +51.5% | -53.6% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling