+234.4%
JPM vs ONTO
+661.2%
-426.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | +0.4% |
| 7D | -2.3% | +6.5% | -8.9% | -3.7% |
| 30D | -2.3% | -15.9% | +13.6% | +0.7% |
| 3M | +14.9% | -0.2% | +15.0% | +11.3% |
| 6M | +23.6% | +38.7% | -15.1% | +9.6% |
| YTD | +11.3% | +70.4% | -59.1% | -6.8% |
| 1Y | +19.9% | +153.6% | -133.7% | -9.9% |
| 3Y | +162.6% | +109.2% | +53.4% | +82.3% |
| 5Y | +154.6% | +249.7% | -95.1% | +35.1% |
| All | +234.4% | +661.2% | -426.7% | +2.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling