-6.1%
F vs ONTO
+52.3%
-58.4%
-32.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.9% | +3.0% | +0.2% |
| 7D | -3.1% | +17.5% | -20.6% | -3.9% |
| 30D | 0.0% | -15.7% | +15.7% | +0.8% |
| 3M | -13.2% | -39.7% | +26.5% | -10.7% |
| 6M | -10.2% | -26.5% | +16.3% | -10.0% |
| YTD | -4.9% | +29.0% | -33.9% | -14.2% |
| 1Y | -6.1% | +57.0% | -63.0% | -17.2% |
| All | -6.1% | +52.3% | -58.4% | -17.2% |
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