+506.7%
FIX vs ONTO
+56.0%
+450.7%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +12.0% | -2.6% | +3.3% |
| 7D | -7.2% | +1.4% | -8.6% | -7.5% |
| 30D | -35.1% | -34.1% | -1.0% | -20.3% |
| 3M | -34.3% | -37.1% | +2.8% | -18.3% |
| 6M | -42.9% | -31.8% | -11.1% | -33.3% |
| YTD | +19.5% | +22.9% | -3.5% | +5.1% |
| 1Y | +16.8% | +39.5% | -22.7% | -3.0% |
| 3Y | +506.7% | +57.7% | +449.0% | +410.9% |
| All | +506.7% | +56.0% | +450.7% | +410.9% |
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 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