+151.1%
ETR vs ONTO
+118.2%
+32.9%
-10.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +4.9% | -3.7% | +1.0% |
| 7D | +1.4% | +9.7% | -8.2% | +1.1% |
| 30D | +1.9% | -8.8% | +10.7% | +2.1% |
| 3M | +1.0% | +4.5% | -3.5% | +0.4% |
| 6M | +4.8% | +56.4% | -51.6% | +3.0% |
| YTD | +19.5% | +78.1% | -58.5% | +17.1% |
| 1Y | +28.1% | +171.3% | -143.2% | +24.6% |
| 3Y | +151.1% | +118.7% | +32.5% | +141.3% |
| All | +151.1% | +118.2% | +32.9% | +141.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling