+531.9%
EQT vs ONTO
+661.2%
-129.2%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.2% |
| 7D | -1.2% | +6.5% | -7.7% | -2.3% |
| 30D | +1.1% | -15.9% | +17.0% | +3.7% |
| 3M | +4.8% | -0.2% | +4.9% | +1.8% |
| 6M | -10.6% | +38.7% | -49.3% | -19.8% |
| YTD | +3.4% | +70.4% | -66.9% | -12.0% |
| 1Y | +8.7% | +153.6% | -144.9% | -16.1% |
| 3Y | +35.0% | +109.2% | -74.2% | -1.8% |
| 5Y | +204.2% | +249.7% | -45.5% | +77.1% |
| All | +531.9% | +661.2% | -129.2% | +139.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling