+12.4%
IYR vs ONTO
+46.1%
-33.7%
-11.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -8.7% | +11.8% | +3.0% |
| 7D | +6.9% | -17.4% | +24.3% | +6.8% |
| 30D | +10.2% | -43.2% | +53.4% | +10.2% |
| 3M | -0.3% | -35.7% | +35.4% | -0.4% |
| 6M | +3.6% | -38.3% | +41.9% | +3.0% |
| YTD | +12.5% | +17.1% | -4.6% | +7.9% |
| 1Y | +12.4% | +43.1% | -30.7% | +7.2% |
| All | +12.4% | +46.1% | -33.7% | +7.2% |
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