+64.4%
LIN vs ONTO
+112.9%
-48.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +12.0% | -11.0% | 0.0% |
| 7D | +0.1% | +1.4% | -1.3% | -0.3% |
| 30D | +7.6% | -34.1% | +41.7% | +11.0% |
| 3M | +6.5% | -37.1% | +43.6% | +9.9% |
| 6M | +6.2% | -31.8% | +38.0% | +7.2% |
| YTD | +23.2% | +22.9% | +0.3% | +14.4% |
| 1Y | +25.4% | +39.5% | -14.1% | +14.2% |
| 3Y | +38.3% | +57.7% | -19.4% | +11.7% |
| 5Y | +64.4% | +115.8% | -51.4% | +13.8% |
| All | +64.4% | +112.9% | -48.5% | +13.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling