+189.4%
LIN vs ONTO
+390.5%
-201.1%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +11.1% | -12.2% | -2.7% |
| 7D | +0.2% | -14.0% | +14.2% | +1.9% |
| 30D | +6.5% | -43.1% | +49.5% | +14.5% |
| 3M | +5.5% | -35.5% | +41.0% | +10.2% |
| 6M | +3.3% | -41.1% | +44.4% | +7.3% |
| YTD | +22.0% | +9.8% | +12.3% | +11.4% |
| 1Y | +25.7% | +31.5% | -5.8% | +10.4% |
| 3Y | +36.2% | +45.2% | -8.9% | +3.5% |
| 5Y | +66.1% | +86.7% | -20.6% | +9.8% |
| All | +189.4% | +390.5% | -201.1% | +20.5% |
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