+195.6%
EQT vs ONTO
+245.2%
-49.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.0% |
| 7D | -1.2% | +6.5% | -7.7% | -2.0% |
| 30D | +1.1% | -15.9% | +17.0% | +2.9% |
| 3M | +4.8% | -0.2% | +4.9% | +2.7% |
| 6M | -10.6% | +38.7% | -49.3% | -17.4% |
| YTD | +3.4% | +70.4% | -66.9% | -8.2% |
| 1Y | +8.7% | +153.6% | -144.9% | -10.4% |
| 3Y | +35.0% | +109.2% | -74.2% | +6.3% |
| All | +195.6% | +245.2% | -49.6% | +99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling