-44.1%
ETHA vs ONTO
-1.4%
-42.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.9% | -0.5% | -2.5% |
| 7D | -12.5% | +17.5% | -30.0% | -16.9% |
| 30D | -19.8% | -15.7% | -4.1% | -16.8% |
| 3M | +3.1% | -39.7% | +42.8% | +17.0% |
| 6M | -13.8% | -26.5% | +12.7% | -12.8% |
| YTD | -34.6% | +29.0% | -63.6% | -47.2% |
| 1Y | -38.7% | +57.0% | -95.7% | -53.9% |
| All | -44.1% | -1.4% | -42.6% | -53.6% |
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