+112.8%
ENB vs ONTO
+688.0%
-575.2%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | -0.3% | +9.4% | -9.7% | -1.3% |
| 30D | -1.1% | -4.4% | +3.4% | -0.9% |
| 3M | -8.5% | +1.6% | -10.1% | -10.3% |
| 6M | -4.5% | +45.3% | -49.8% | -11.4% |
| YTD | +9.1% | +76.4% | -67.3% | -1.9% |
| 1Y | +8.0% | +167.2% | -159.2% | -9.3% |
| 3Y | +77.8% | +116.6% | -38.7% | +39.6% |
| 5Y | +69.4% | +263.7% | -194.4% | +7.3% |
| All | +112.8% | +688.0% | -575.2% | -15.8% |
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 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