+128.7%
ETR vs ONTO
+661.2%
-532.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.0% |
| 7D | -1.9% | +6.5% | -8.4% | -2.6% |
| 30D | -0.2% | -15.9% | +15.7% | +1.4% |
| 3M | -3.7% | -0.2% | -3.6% | -5.1% |
| 6M | +2.1% | +38.7% | -36.7% | -3.5% |
| YTD | +16.5% | +70.4% | -53.9% | +7.3% |
| 1Y | +22.5% | +153.6% | -131.1% | +7.3% |
| 3Y | +144.7% | +109.2% | +35.5% | +103.5% |
| 5Y | +125.2% | +249.7% | -124.5% | +58.0% |
| All | +128.7% | +661.2% | -532.5% | +0.8% |
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