+179.0%
EOG vs ONTO
+661.2%
-482.1%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.8% |
| 7D | +1.0% | +6.5% | -5.5% | -0.1% |
| 30D | +2.8% | -15.9% | +18.7% | +5.3% |
| 3M | +5.9% | -0.2% | +6.1% | +2.7% |
| 6M | +17.1% | +38.7% | -21.7% | +4.8% |
| YTD | +43.9% | +70.4% | -26.4% | +22.3% |
| 1Y | +26.9% | +153.6% | -126.7% | -2.4% |
| 3Y | +23.6% | +109.2% | -85.6% | -12.8% |
| 5Y | +178.1% | +249.7% | -71.6% | +48.9% |
| All | +179.0% | +661.2% | -482.1% | -4.7% |
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