-27.0%
ETHA vs ONTO
+36.1%
-63.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +4.6% | -1.4% | +1.8% |
| 7D | +3.5% | +4.9% | -1.5% | +1.9% |
| 30D | +35.3% | -16.6% | +51.9% | +42.0% |
| 3M | +50.9% | -7.3% | +58.2% | +46.8% |
| 6M | +22.1% | +45.9% | -23.8% | -1.6% |
| YTD | -14.6% | +78.2% | -92.7% | -36.2% |
| 1Y | -42.8% | +159.8% | -202.6% | -62.6% |
| All | -27.0% | +36.1% | -63.1% | -43.9% |
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 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