+99.7%
F vs ONTO
+508.7%
-409.0%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +8.9% | -9.1% | -2.4% |
| 7D | -2.1% | +16.4% | -18.5% | -6.4% |
| 30D | +3.3% | -21.4% | +24.8% | +7.9% |
| 3M | -11.3% | -32.7% | +21.4% | -4.9% |
| 6M | +5.3% | -25.2% | +30.5% | +5.9% |
| YTD | -2.2% | +36.2% | -38.5% | -19.1% |
| 1Y | -3.5% | +61.2% | -64.7% | -24.4% |
| 3Y | +49.5% | +58.7% | -9.1% | 0.0% |
| 5Y | -13.5% | +143.6% | -157.2% | -55.3% |
| All | +99.7% | +508.7% | -409.0% | -40.9% |
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