+174.0%
EMR vs ONTO
+508.7%
-334.7%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +8.9% | -9.2% | -2.6% |
| 7D | -2.0% | +16.4% | -18.3% | -6.4% |
| 30D | +2.8% | -21.4% | +24.3% | +8.1% |
| 3M | +2.0% | -32.7% | +34.7% | +10.6% |
| 6M | +20.7% | -25.2% | +45.9% | +23.5% |
| YTD | +27.3% | +36.2% | -8.9% | +9.0% |
| 1Y | +31.0% | +61.2% | -30.2% | +6.8% |
| 3Y | +103.6% | +58.7% | +44.9% | +49.0% |
| 5Y | +88.6% | +143.6% | -55.1% | +10.2% |
| All | +174.0% | +508.7% | -334.7% | -5.0% |
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