+104.9%
IWM vs ONTO
+695.7%
-590.8%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +4.9% | -5.3% | -1.8% |
| 7D | +1.4% | +9.7% | -8.2% | -1.2% |
| 30D | -2.3% | -8.8% | +6.5% | -0.6% |
| 3M | +4.0% | +4.5% | -0.5% | -1.1% |
| 6M | +17.9% | +56.4% | -38.5% | -1.5% |
| YTD | +20.2% | +78.1% | -57.9% | -4.2% |
| 1Y | +25.0% | +171.3% | -146.3% | -13.2% |
| 3Y | +66.0% | +118.7% | -52.7% | +7.3% |
| 5Y | +40.0% | +269.4% | -229.3% | -31.5% |
| All | +104.9% | +695.7% | -590.8% | -35.9% |
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 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