+8.1%
EWZ vs ONTO
+46.1%
-38.0%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -8.7% | +10.3% | +2.5% |
| 7D | -4.1% | -17.4% | +13.3% | -2.3% |
| 30D | -25.0% | -43.2% | +18.2% | -20.3% |
| 3M | -10.6% | -35.7% | +25.1% | -7.2% |
| 6M | -16.6% | -38.3% | +21.7% | -14.8% |
| YTD | +2.5% | +17.1% | -14.6% | -9.7% |
| 1Y | +8.1% | +43.1% | -35.1% | -7.5% |
| All | +8.1% | +46.1% | -38.0% | -7.5% |
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