+55.2%
EWT vs ONTO
+46.1%
+9.1%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -8.7% | +7.5% | +1.4% |
| 7D | -10.9% | -17.4% | +6.5% | -5.9% |
| 30D | -17.7% | -43.2% | +25.5% | -3.2% |
| 3M | -5.0% | -35.7% | +30.7% | +6.3% |
| 6M | +7.4% | -38.3% | +45.7% | +19.0% |
| YTD | +52.8% | +17.1% | +35.7% | +42.5% |
| 1Y | +55.2% | +43.1% | +12.0% | +39.0% |
| All | +55.2% | +46.1% | +9.1% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling