+192.2%
LIN vs ONTO
+449.2%
-257.0%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.0% | -11.0% | -0.7% |
| 7D | +0.1% | +1.4% | -1.3% | -0.6% |
| 30D | +7.6% | -34.1% | +41.7% | +13.2% |
| 3M | +6.5% | -37.1% | +43.6% | +12.1% |
| 6M | +6.2% | -31.8% | +38.0% | +7.9% |
| YTD | +23.2% | +22.9% | +0.3% | +10.6% |
| 1Y | +25.4% | +39.5% | -14.1% | +9.5% |
| 3Y | +38.3% | +57.7% | -19.4% | +4.2% |
| 5Y | +64.4% | +115.8% | -51.4% | +5.9% |
| All | +192.2% | +449.2% | -257.0% | +19.7% |
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 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