+70.1%
ENB vs ONTO
+64.6%
+5.5%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | +0.8% |
| 7D | -2.4% | -2.4% | 0.0% | -2.4% |
| 30D | +2.5% | -32.9% | +35.4% | +2.3% |
| 3M | -5.8% | -32.2% | +26.4% | -6.0% |
| 6M | -8.5% | -30.6% | +22.1% | -8.8% |
| YTD | +3.9% | +25.1% | -21.2% | +3.6% |
| 1Y | +3.7% | +40.0% | -36.3% | +3.3% |
| 3Y | +70.1% | +45.7% | +24.3% | +68.4% |
| All | +70.1% | +64.6% | +5.5% | +68.4% |
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