+174.8%
EMR vs ONTO
+459.0%
-284.3%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.8% | -3.0% | -1.6% |
| 7D | +0.7% | -2.4% | +3.1% | +0.6% |
| 30D | +3.5% | -32.9% | +36.5% | +13.4% |
| 3M | +5.9% | -32.2% | +38.1% | +14.7% |
| 6M | +19.4% | -30.6% | +50.1% | +24.8% |
| YTD | +27.7% | +25.1% | +2.5% | +11.9% |
| 1Y | +30.9% | +40.0% | -9.1% | +10.9% |
| 3Y | +104.2% | +45.7% | +58.5% | +52.9% |
| 5Y | +89.6% | +128.8% | -39.2% | +12.5% |
| All | +174.8% | +459.0% | -284.3% | -2.5% |
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