+93.1%
EXPE vs ONTO
+493.5%
-400.4%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +1.2% |
| 7D | -4.2% | +34.4% | -38.6% | -12.2% |
| 30D | -4.5% | -20.4% | +15.9% | -0.2% |
| 3M | -19.7% | -37.8% | +18.1% | -11.3% |
| 6M | +18.3% | -24.6% | +42.8% | +16.4% |
| YTD | -7.3% | +32.8% | -40.1% | -27.8% |
| 1Y | -3.9% | +54.7% | -58.6% | -29.4% |
| 3Y | +123.0% | +54.7% | +68.3% | +35.5% |
| 5Y | +47.9% | +134.0% | -86.1% | -32.5% |
| All | +93.1% | +493.5% | -400.4% | -58.0% |
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 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