+26.1%
EXPE vs ONTO
+168.3%
-142.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.7% |
| 7D | -11.5% | +9.4% | -20.9% | -11.6% |
| 30D | -13.1% | -4.4% | -8.6% | -13.2% |
| 3M | +18.1% | +1.6% | +16.6% | +15.7% |
| 6M | +13.3% | +45.3% | -32.0% | +4.6% |
| YTD | -3.2% | +76.4% | -79.6% | -15.8% |
| 1Y | +26.1% | +167.2% | -141.0% | -0.7% |
| All | +26.1% | +168.3% | -142.1% | -0.7% |
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