-18.9%
EXE vs ONTO
+46.1%
-65.0%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -8.7% | +5.8% | -3.3% |
| 7D | -4.7% | -17.4% | +12.7% | -5.5% |
| 30D | +1.0% | -43.2% | +44.2% | -1.6% |
| 3M | -5.6% | -35.7% | +30.1% | -7.5% |
| 6M | -12.3% | -38.3% | +26.0% | -13.0% |
| YTD | -19.5% | +17.1% | -36.6% | -18.0% |
| 1Y | -18.9% | +43.1% | -62.0% | -17.5% |
| All | -18.9% | +46.1% | -65.0% | -17.5% |
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