+167.8%
JCI vs ONTO
+118.2%
+49.6%
-21.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.9% | -3.9% | -0.1% |
| 7D | +5.1% | +9.7% | -4.5% | +3.0% |
| 30D | -3.8% | -8.8% | +5.0% | -2.3% |
| 3M | +1.9% | +4.5% | -2.6% | -1.1% |
| 6M | +11.2% | +56.4% | -45.2% | -1.3% |
| YTD | +22.9% | +78.1% | -55.1% | +5.6% |
| 1Y | +37.4% | +171.3% | -133.9% | +7.3% |
| 3Y | +167.8% | +118.7% | +49.2% | +107.7% |
| All | +167.8% | +118.2% | +49.6% | +107.7% |
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