+26.9%
ETSY vs ONTO
+696.1%
-669.2%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.6% | -3.0% | +0.4% |
| 7D | -4.9% | +4.9% | -9.8% | -6.3% |
| 30D | -8.6% | -16.6% | +8.0% | -4.7% |
| 3M | +4.8% | -7.3% | +12.1% | +2.1% |
| 6M | +38.1% | +45.9% | -7.8% | +13.7% |
| YTD | +31.2% | +78.2% | -46.9% | -0.2% |
| 1Y | +22.1% | +159.8% | -137.7% | -19.6% |
| 3Y | +12.2% | +123.4% | -111.2% | -36.5% |
| 5Y | -66.5% | +265.8% | -332.3% | -85.7% |
| All | +26.9% | +696.1% | -669.2% | -67.3% |
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 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