+100.2%
F vs ONTO
+459.0%
-358.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.2% |
| 7D | +1.0% | -2.4% | +3.4% | +0.7% |
| 30D | +2.1% | -32.9% | +35.1% | +10.9% |
| 3M | -10.3% | -32.2% | +21.9% | -4.1% |
| 6M | +3.3% | -30.6% | +33.9% | +5.8% |
| YTD | -2.0% | +25.1% | -27.1% | -17.1% |
| 1Y | -2.3% | +40.0% | -42.3% | -20.5% |
| 3Y | +49.9% | +45.7% | +4.2% | +2.4% |
| 5Y | -12.5% | +128.8% | -141.2% | -54.2% |
| All | +100.2% | +459.0% | -358.8% | -39.5% |
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