+126.1%
ETR vs ONTO
+268.0%
-141.9%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.3% | -1.2% |
| 7D | +0.4% | +9.4% | -9.0% | 0.0% |
| 30D | +2.0% | -4.4% | +6.5% | +2.2% |
| 3M | -1.7% | +1.6% | -3.3% | -2.3% |
| 6M | +3.6% | +45.3% | -41.7% | +1.4% |
| YTD | +18.0% | +76.4% | -58.3% | +14.6% |
| 1Y | +26.2% | +167.2% | -140.9% | +20.7% |
| 3Y | +148.0% | +116.6% | +31.4% | +132.8% |
| 5Y | +126.1% | +263.7% | -137.7% | +100.6% |
| All | +126.1% | +268.0% | -141.9% | +100.6% |
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