+91.7%
EXPE vs ONTO
+449.2%
-357.6%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +12.0% | -12.0% | -3.3% |
| 7D | -13.3% | +1.4% | -14.7% | -14.4% |
| 30D | -5.5% | -34.1% | +28.6% | +4.2% |
| 3M | -16.5% | -37.1% | +20.6% | -8.4% |
| 6M | +13.1% | -31.8% | +44.9% | +14.7% |
| YTD | -8.0% | +22.9% | -30.9% | -26.7% |
| 1Y | +1.1% | +39.5% | -38.4% | -23.4% |
| 3Y | +131.2% | +57.7% | +73.5% | +37.0% |
| 5Y | +39.8% | +115.8% | -76.1% | -34.8% |
| All | +91.7% | +449.2% | -357.6% | -57.4% |
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