+175.5%
EXE vs ONTO
+350.9%
-175.4%
-29.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.6% |
| 7D | -2.2% | +6.5% | -8.7% | -2.8% |
| 30D | -0.8% | -15.9% | +15.1% | +0.5% |
| 3M | +10.0% | -0.2% | +10.2% | +8.5% |
| 6M | -6.3% | +38.7% | -45.1% | -11.6% |
| YTD | -10.7% | +70.4% | -81.0% | -18.4% |
| 1Y | +2.7% | +153.6% | -150.9% | -11.5% |
| 3Y | +19.1% | +109.2% | -90.1% | -0.9% |
| 5Y | +105.4% | +249.7% | -144.3% | +47.4% |
| All | +175.5% | +350.9% | -175.4% | +88.1% |
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