+46.0%
F vs ONTO
+97.2%
-51.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +6.2% | -4.7% | +0.7% |
| 7D | +5.3% | -1.0% | +6.4% | +5.4% |
| 30D | +4.6% | -2.9% | +7.5% | +4.4% |
| 3M | -3.7% | -2.5% | -1.2% | -5.0% |
| 6M | +16.8% | +28.2% | -11.4% | +10.1% |
| YTD | +15.3% | +69.8% | -54.5% | +4.2% |
| 1Y | +31.0% | +162.9% | -131.9% | +11.3% |
| All | +46.0% | +97.2% | -51.2% | +19.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling