-67.0%
ETSY vs ONTO
+246.7%
-313.7%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -3.4% | +4.0% | +1.4% |
| 7D | -12.7% | +6.5% | -19.2% | -14.3% |
| 30D | -9.9% | -15.9% | +6.0% | -6.9% |
| 3M | +4.2% | -0.2% | +4.3% | -0.7% |
| 6M | +34.2% | +38.7% | -4.6% | +14.4% |
| YTD | +29.1% | +70.4% | -41.2% | +2.3% |
| 1Y | +23.8% | +153.6% | -129.8% | -14.3% |
| 3Y | +6.6% | +109.2% | -102.5% | -38.1% |
| 5Y | -67.0% | +249.7% | -316.8% | -86.0% |
| All | -67.0% | +246.7% | -313.7% | -86.0% |
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