+448.7%
FIX vs ONTO
+45.4%
+403.3%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +11.1% | -5.6% | -0.2% |
| 7D | -17.5% | -14.0% | -3.4% | -10.7% |
| 30D | -41.6% | -43.1% | +1.5% | -22.8% |
| 3M | -40.6% | -35.5% | -5.1% | -27.5% |
| 6M | -49.4% | -41.1% | -8.3% | -36.4% |
| YTD | +9.2% | +9.8% | -0.6% | +1.7% |
| 1Y | +6.5% | +31.5% | -25.1% | -8.7% |
| 3Y | +448.7% | +45.2% | +403.6% | +389.1% |
| All | +448.7% | +45.4% | +403.3% | +389.1% |
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