+15.6%
EMR vs ONTO
+168.3%
-152.6%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.0% | -0.2% | -1.0% |
| 7D | +0.9% | +9.4% | -8.5% | -1.0% |
| 30D | -5.0% | -4.4% | -0.5% | -4.5% |
| 3M | +5.9% | +1.6% | +4.3% | +2.3% |
| 6M | +7.3% | +45.3% | -37.9% | -6.6% |
| YTD | +14.6% | +76.4% | -61.8% | -4.0% |
| 1Y | +15.6% | +167.2% | -151.5% | -6.8% |
| All | +15.6% | +168.3% | -152.6% | -6.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling