+339.6%
EWT vs ONTO
+696.1%
-356.5%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.6% | -2.8% | +0.6% |
| 7D | -1.1% | +4.9% | -6.1% | -2.4% |
| 30D | +4.5% | -16.6% | +21.1% | +9.1% |
| 3M | +8.3% | -7.3% | +15.6% | +8.3% |
| 6M | +54.2% | +45.9% | +8.3% | +36.5% |
| YTD | +74.6% | +78.2% | -3.6% | +46.2% |
| 1Y | +84.9% | +159.8% | -74.9% | +39.7% |
| 3Y | +197.5% | +123.4% | +74.1% | +113.6% |
| 5Y | +150.6% | +265.8% | -115.2% | +46.9% |
| All | +339.6% | +696.1% | -356.5% | +85.7% |
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