-3.9%
EXPE vs ONTO
+54.9%
-58.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.5% | +3.0% | +0.4% |
| 7D | -4.2% | +34.4% | -38.6% | -2.8% |
| 30D | -4.5% | -20.4% | +15.9% | -5.3% |
| 3M | -19.7% | -37.8% | +18.1% | -20.6% |
| 6M | +18.3% | -24.6% | +42.8% | +15.3% |
| YTD | -7.3% | +32.8% | -40.1% | -19.9% |
| 1Y | -3.9% | +54.7% | -58.6% | -21.2% |
| All | -3.9% | +54.9% | -58.8% | -21.2% |
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