+30.0%
LIN vs ONTO
+97.2%
-67.2%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +6.2% | -7.1% | -1.2% |
| 7D | -2.1% | -1.0% | -1.1% | -2.1% |
| 30D | -2.4% | -2.9% | +0.5% | -2.5% |
| 3M | -5.6% | -2.5% | -3.1% | -6.2% |
| 6M | -3.4% | +28.2% | -31.6% | -5.8% |
| YTD | +13.1% | +69.8% | -56.7% | +8.1% |
| 1Y | +2.5% | +162.9% | -160.4% | -5.6% |
| All | +30.0% | +97.2% | -67.2% | +15.1% |
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