-29.3%
ETHA vs ONTO
+30.2%
-59.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -3.4% | +3.3% | +0.9% |
| 7D | -2.4% | +6.5% | -8.9% | -4.4% |
| 30D | +30.9% | -15.9% | +46.8% | +36.8% |
| 3M | +51.1% | -0.2% | +51.3% | +42.1% |
| 6M | +20.5% | +38.7% | -18.2% | -1.4% |
| YTD | -17.3% | +70.4% | -87.6% | -37.4% |
| 1Y | -43.2% | +153.6% | -196.8% | -62.6% |
| All | -29.3% | +30.2% | -59.4% | -44.9% |
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 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