+156.6%
ETR vs ONTO
+60.0%
+96.6%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +8.9% | -8.6% | 0.0% |
| 7D | +0.1% | +16.4% | -16.3% | -0.4% |
| 30D | +7.7% | -21.4% | +29.1% | +8.3% |
| 3M | +5.7% | -32.7% | +38.5% | +6.7% |
| 6M | -0.3% | -25.2% | +24.9% | -0.1% |
| YTD | +23.4% | +36.2% | -12.9% | +21.6% |
| 1Y | +18.5% | +61.2% | -42.7% | +16.4% |
| All | +156.6% | +60.0% | +96.6% | +161.2% |
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